Lisle RamseyCRD Number: 5454992
Current Firm: Lpl Financial LLC
Lisle Ramsey (CRD# 5454992) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Lpl Financial||Clayton, MO||Jun 2011 - Current||6|
|Edward Jones||St Louis, MO||Nov 2007 - May 2011||3|
|Unemployed||Clayton, MO||Jul 2007 - Nov 2007||< 1|
|Lisle Ramsey, Inc.||Brentwood, MO||Aug 1977 - Jul 2007||29|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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