Lisa KassonCRD Number: 5618026
Current Firm: Ubs Financial Services Inc.
Lisa Kasson (CRD# 5618026) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 7 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ubs Financial Services Inc.||Tampa, FL||Jul 2014 - Current||2|
|Invest Financial Corporation||Tampa, FL||Jul 2012 - Jul 2014||2|
|Morgan Stanley Smith Barney||Tampa, FL||Feb 2011 - Jul 2012||1|
|Morgan Keegan & Company Inc.||Tampa, FL||Nov 2008 - Feb 2011||2|
|Relo Interior Services, Inc.||Tampa, FL||Sep 2006 - Aug 2008||1|
|Homemaker||Tampa, FL||Jun 1996 - Aug 2006||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV