Lisa Grady-Strange (CRD# 6727598) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Winter Park, FL and has over 7 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rivertree Advisors, LLC | Winter Park, FL | Oct 2015 - Current | 8 |
| 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 |
- FL
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts333ACCOUNTS
-
Average Account Value$506,500
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL
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