Lisa McPherson (CRD# 2690347) is an Investment Advisor Representative working at Lpl Financial LLC in Perry, FL and has over 27 years of experience in the finance industry.
CRD# 4085538
Edward Jones
CRD# 2488435
Lpl Financial LLC
CRD# 4917223
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Crawfordville, FL | Jan 2023 - Current | 1 |
| Capital City Bank | Crawfordville, FL | Dec 2022 - Current | 1 |
| Agia | Houston, TX | Dec 2022 - Dec 2022 | < 1 |
| Valic Financial Advisors | Chicago, IL | Mar 2010 - Dec 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- FL
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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
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