Lisa Burke (CRD# 3003557) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 12 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities | Johnston, RI | Aug 2023 - Current | < 1 |
Metlife Investors Distribution Company | Warwick, RI | Sep 2018 - Aug 2023 | 4 |
Metlife | Warwick, RI | Sep 2018 - Jul 2020 | 1 |
Unemployed | East Greenwich, RI | Jul 2018 - Aug 2018 | < 1 |
Burrillville High School | Burrillville, RI | Aug 2017 - Jun 2018 | < 1 |
Unemployed | East Greenwich, RI | Jul 2016 - Jul 2017 | 1 |
Rogers High School | Newport, RI | Jan 2016 - Jun 2016 | < 1 |
Unemployed | East Greenwich, RI | Jul 2015 - Dec 2015 | < 1 |
Rhode Island Nurse's Institue Middle College | Providence, RI | Mar 2015 - Jun 2015 | < 1 |
Unemployed | East Greenwich, RI | Jan 2015 - Feb 2015 | < 1 |
Foxborough Regional Charter School | Foxborough, MA | Aug 2014 - Dec 2014 | < 1 |
Unemployed | East Greenwich, RI | Jul 2014 - Aug 2014 | < 1 |
Tiverton High School | Tiverton, RI | Apr 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2012 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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