Lisa Braden (CRD# 2762558) is an Investment Advisor Representative working at Wells Fargo Advisors in Glen Allen, VA and has over 26 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | St. Louis, MO | Nov 2016 - Current | 7 |
| First Clearing | Glen Allen, VA | Aug 2016 - Current | 7 |
| Wells Fargo Advisors, LLC | St. Louis, MO | Nov 2016 - Nov 2016 | < 1 |
| Wells Fargo Advisors LLC | Wilmington, NC | May 2009 - Aug 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- VA
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
-
Average Account Value$445,000
- A percentage of assets under your management
- 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)
- Other
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, WY
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