Lisa MiddaghCRD Number: 5578177
Current Firm: Edward Jones
Lisa Middagh (CRD# 5578177) is an Investment Advisor Representative working at Edward Jones in Otsego, MN and has over 5 years of experience in the finance industry.
Phillip James Financial Company
Royal Alliance Associates, Inc.
Ameriprise Financial Services, Inc.
|Edward Jones||St Louis, MO||Nov 2012 - Current||5|
|Edward Jones||Annandale, MN||Jul 2008 - Nov 2012||4|
|Buffalo Hospital||Buffalo, MN||Aug 2003 - Jul 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, 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, WY