Lisa Keys, financial advisor Plano TX
93 score

Lisa Keys

CRD Number: 5287037
Current Firm: Stancorp Investment Advisers, Inc.

Lisa Keys (CRD# 5287037) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Plano, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Stancorp Equities, Inc. Plano, TX May 2012 - Current 4
Stancorp Investment Advisers, Inc. Plano, TX May 2012 - Current 4
Standard Retirement Services Plano, TX Apr 2012 - Current 4
Swbc Investment Advisory Services LLC Austin, TX Aug 2011 - Apr 2012 < 1
Swbc Investment Services San Antonio, TX Aug 2010 - Sep 2011 1
Schwab Retirement Plan Services Company Austin, TX Jan 2009 - Jul 2010 1
Stancorp Investment Advisers, Inc. Austin, TX May 2007 - Jan 2009 1
Stancorp Equities, Inc. Austin, TX Jan 2007 - Jan 2009 2
Invesmart, Inc. Austin, TX Apr 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Lisa C. Keys
Phone Number: 971-321-8844
Firm Website: http://www.standard.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,404
    MILLIONS
  • Total Number of Accounts
    40,368
    ACCOUNTS
  • Average Account Value
    $381,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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