Lisa McGuire, financial advisor Las Vegas NV
90 score

Lisa McGuire

CRD Number: 6039737
Current Firm: Ameriprise Financial Services, Inc.

Lisa McGuire (CRD# 6039737) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Las Vegas, NV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Las Vegas, NV Mar 2012 - Current 4
Unemployed Las Vegas, NV Oct 2011 - Mar 2012 < 1
Amazon.com Huntington, WV Oct 2010 - Oct 2011 1
Directv Huntington, WV Jun 2010 - Oct 2010 < 1
Mosaic St. Louis, MO Mar 2010 - Jun 2010 < 1
Unemployed Chiang Mai, Mar 2009 - Feb 2010 < 1
St. Louis Bread Company Florissant, MO Apr 2007 - Feb 2009 1
Client Services Inc. St. Charles, MO Dec 2006 - Mar 2007 < 1
Unemployed St. Louis, MO Jul 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Lisa J. McGuire
Phone Number: 612-671-3131
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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