Lisa Avery, financial advisor Incline Village NV
93 score

Lisa Avery

CRD Number: 1007745
Current Firm: Wells Fargo Advisors, LLC

Lisa Avery (CRD# 1007745) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Incline Village, NV and has over 33 years of experience in the finance industry.

Similar Advisors
Heidi Foster, financial advisor Incline Village NV
Heidi A. Foster
CRD# 4739930
American Wealth Management
Score
103
Similar Advisors
Robert Green, financial advisor Incline Village NV
Robert B. Green
CRD# 2582158
Cojo Bay Advisors, LLC
Score
103
Similar Advisors
Hunter Harris, financial advisor Incline Village NV
Hunter N. Harris
CRD# 5880103
Alpine Asset Management
Score
98
Company Name Location Dates Years
Wells Fargo Advisors, LLC Incline Village, NV Jul 2015 - Current 1
Morgan Stanley Smith Barney Beverly Hills, CA Jun 2009 - Jul 2015 6
Morgan Stanley & Company Incorporated Beverly Hills, CA Apr 2009 - Jun 2009 < 1
Ubs Financial Services Inc. Beverly Hills, CA Feb 2003 - Apr 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Lisa M. Avery
Phone Number: 314-875-3000
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.