Lisa McMillion, financial advisor Hammond LA

Lisa McMillion

CRD Number: 5330431
Current Firm: Wells Fargo Advisors Financial Network, LLC

Lisa McMillion (CRD# 5330431) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Hammond, LA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Hammond, LA Mar 2024 - Current < 1
Newedge Advisors, LLC New Orleans, LA Mar 2024 - Current < 1
Wells Fargo Advisors Financial Network, LLC Hammond, LA Dec 2011 - Mar 2024 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Lisa McMillion
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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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