Lisagrace AlsburyCRD Number: 6175129
Current Firm: Lincoln Investment
Lisagrace Alsbury (CRD# 6175129) is an Investment Advisor Representative working at Lincoln Investment in Renton, WA and has over 5 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Lincoln Investment||Fort Washington, PA||Oct 2016 - Current||5|
|Shelgren Financial||Renton, WA||Jan 2013 - Current||9|
|Veritas Church Of Iowa City||Iowa City, IA||Jun 2011 - Mar 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management17,732MILLIONS
Total Number of Accounts188,491ACCOUNTS
Average Account Value$94,076
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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