Lisa Myer, financial advisor Hamden CT
93 score

Lisa Myer

CRD Number: 1145682
Current Firm: Benjamin F. Edwards & Company, Incorporated

Lisa Myer (CRD# 1145682) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Hamden, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Benjamin F. Edwards & Company, Inc. Hamden, CT May 2010 - Current 6
Wachovia Securities, LLC Hamden, CT Jan 2008 - May 2010 2
Wachovia Securities, LLC Hamden, CT Jan 2008 - May 2010 2
A.g. Edwards & Sons Hamden, CT Feb 1983 - May 2010 27
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Lisa G. Myer
Phone Number: 314-726-1600
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    4,221
    MILLIONS
  • Total Number of Accounts
    17,796
    ACCOUNTS
  • Average Account Value
    $237,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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