Lisa Greenough, financial advisor Juneau AK
93 score

Lisa Greenough

CRD Number: 2972100
Current Firm: River Trail Capital Management LLC

Lisa Greenough (CRD# 2972100) is an Investment Advisor Representative working at River Trail Capital Management LLC in Juneau, AK and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
E.k. Riley Investments, LLC Seattle, WA Sep 2016 - Current 1
River Trail Capital Management, LLC Juneau, AK Aug 2016 - Current 1
Edward Jones St Louis, MO Apr 2001 - Aug 2016 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2000
Contact Info for Lisa B. Greenough
Phone Number: 907-789-1006
Registered State(s):
  • AK
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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