Lisa Paucar, financial advisor Saint Simons Island GA
83 score

Lisa Paucar

CRD Number: 4589837
Current Firm: First Allied Advisory Services, Inc.

Lisa Paucar (CRD# 4589837) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Saint Simons Island, GA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Securiites, Inc. San Diego, CA Apr 2015 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Apr 2011 - Apr 2015 4
Suntrust Bank St. Simons Island, GA Apr 2011 - Jun 2011 < 1
Aig Retirement Advisors Macon, GA Feb 2008 - Apr 2011 3
Ameriprise Financial Brunswick, GA Aug 2007 - Feb 2008 < 1
Suntrust Investment Services, Inc. Atlanta, GA Feb 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lisa B. Paucar
Phone Number: 866-378-1376
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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