Lisa VorceCRD Number: 6345201
Current Firm: The Mutual Fund Store
Lisa Vorce (CRD# 6345201) is an Investment Advisor Representative working at The Mutual Fund Store in Shiloh, IL and has over 3 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Cambridge Capital Management, LLC
Steve Robbins, Inc.
|Tmfs Advisors, LLC||Overland Park, KS||Jul 2015 - Current||2|
|The Mutual Fund Store-st. Louis, LLC||Overland Park, KS||Oct 2013 - Aug 2015||1|
|Senepol Cattle Breeders||O'fallon, IL||Jul 2007 - Oct 2013||6|
|Senepol Cattle Breeders||Leland, NC||Jun 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management8,138MILLIONS
Total Number of Accounts69,645ACCOUNTS
Average Account Value$116,844
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)