Lisa HostiCRD Number: 5549189
Current Firm: Raymond James Financial Services Advisors, Inc.
Lisa Hosti (CRD# 5549189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Mill, SC and has over 8 years of experience in the finance industry. Lisa Hosti 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Raymond James Financial Services Advisors, Inc.||Fort Mill, SC||Apr 2011 - Current||6|
|Raymond James Financial Services||Fort Mill, SC||Feb 2009 - Current||8|
|Office Cleaning||Fort Mill, SC||Apr 2011 - Apr 2012||1|
|Raymond James Financial Services||Fort Mill, SC||Oct 2007 - Feb 2009||1|
|Carolina Academy||Greenville, SC||Sep 2006 - Oct 2007||1|
|Furman University||Greenville, SC||Aug 2003 - Jun 2007||3|
|Cvs||Travelers Rest, SC||Sep 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2009|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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