Lisa Grady-StrangeCRD Number: 6727598
Current Firm: Rivertree Advisors, LLC
Lisa Grady-Strange (CRD# 6727598) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Winter Park, FL and has over 4 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Rivertree Advisors, LLC||Winter Park, FL||Oct 2015 - Current||5|
|Fay Hu D.m.d.||Winter Park, FL||Jul 1991 - Oct 2015||24|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management159MILLIONS
Total Number of Accounts258ACCOUNTS
Average Account Value$615,987
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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