Lisa MayCRD Number: 1835133
Current Firm: Commerce Brokerage Services, Inc.
Lisa May (CRD# 1835133) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Saint Louis, MO and has over 29 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Commerce Brokerage Services Inc.||St. Louis, MO||Jan 2011 - Current||6|
|U.s. Bancorp Investments, Inc.||Overland Park, KS||Dec 2001 - Jan 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management346MILLIONS
Total Number of Accounts2,278ACCOUNTS
Average Account Value$152,043
- 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
AZ, CA, FL, IL, KS, MO, NM, OK, TX