Lisa Guthrie, financial advisor Vero Beach FL

Lisa Guthrie

CRD Number: 3275894
Current Firm: Latitude Advisors, LLC

Lisa Guthrie (CRD# 3275894) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Guthrie & Company Pc Mansfield, PA Jan 2015 - Current 9
Gwn Securities Inc. Palm Beach Gardens, FL Jan 2010 - Current 14
Latitude Advisors, LLC Vero Beach, FL Jan 2010 - Current 14
Lisa M Guthrie, Cpa (self Employed) Mansfield, PA Oct 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
Contact Info for Lisa M. Guthrie
Phone Number: 772-770-1950
Registered State(s):
  • PA
Current Firm Details
Latitude Advisors, LLC
Firm's CRD Number: 151001
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    1,320
    ACCOUNTS
  • Average Account Value
    $264,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV

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