Lisa Brown (CRD# 4907761) is an Investment Advisor Representative working at Greenwood Gearhart Inc. in Fayetteville, AR and has over 19 years of experience in the finance industry. Lisa Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenwood Gearhart Inc. | Fayetteville, AR | Nov 2021 - Current | 2 |
| Greenwood Gearhart, Inc. | Fayetteville, AR | Mar 2020 - Current | 4 |
| Greenwood Group | Fayetteville, AR | Dec 2019 - Current | 4 |
| Greenwood Gearhart, Inc. | Fayetteville, AR | Dec 2019 - Nov 2021 | 1 |
| Greenwood Gearhart, Inc. | Fayetteville, AR | Jan 2018 - Dec 2019 | 1 |
| Greenwood Gearhart Inc. | Fayetteville, AR | Jun 2016 - Jan 2018 | 1 |
| Mary Kay, Inc. | Oklahoma City, OK | Aug 2003 - Dec 2016 | 13 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2010 - Jun 2016 | 6 |
| Northwestern Mutual Investment Services, LLC | Oklahoma City, OK | Apr 2010 - Jun 2016 | 6 |
| David L Houston | Oklahoma City, OK | Apr 2010 - Jun 2016 | 6 |
| David L Houston | Oklahoma City, OK | Mar 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- AR
- CA
- FL
- LA
- MS
- MO
- OK
- TX
- VA
-
Total Assets Under Management1,107MILLIONS
-
Total Number of Accounts2,496ACCOUNTS
-
Average Account Value$443,578
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, IL, LA, MO, MS, NC, NE, OK, TN, TX, VA
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