Lisa McGuireCRD 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 5 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|Ameriprise Financial Services, Inc.||Las Vegas, NV||Mar 2012 - Current||6|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY