Lisa AnserelloCRD Number: 1429064
Current Firm: Wells Fargo Advisors, LLC
Lisa Anserello (CRD# 1429064) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Merrillville, IN and has over 21 years of experience in the finance industry.
Adducci Financial Services, Ltd.
Oneamerica Securities, Inc.
|Wells Fargo Advisors LLC||Merrillville, IN||May 2009 - Current||8|
|Lake Suburban Women`s Bowling Assoc||Portage, IN||Aug 1987 - Current||30|
|Wachovia Securities, LLC||Merrillville, IN||Jan 2008 - May 2009||1|
|A.g. Edwards||Merrillville, IN||Oct 1985 - Jan 2008||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV