Lisa Scheile, financial advisor Fayetteville AR

Lisa Scheile

CRD Number: 2352033
Current Firm: Raymond James Financial Services Advisors, Inc.

Lisa Scheile (CRD# 2352033) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fayetteville, AR and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Fayetteville, AR Sep 2022 - Current 1
Raymond James Financial Services Advisors, Inc. Fayetteville, AR Sep 2022 - Current 1
Colwell Wealth Management Fayetteville, AR Sep 2022 - Current 1
Landmark Event Staffing Fayetteville, AR Aug 2014 - Current 9
Allied Universal Event Services Fayetteville, AR Aug 2014 - Current 9
Wells Fargo Clearing Services, LLC Fayetteville, AR Nov 2016 - Sep 2022 5
Wells Fargo Advisors LLC Fayetteville, AR Jan 2012 - Nov 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Lisa A. Scheile
Phone Number: 727-567-3020
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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