Lisa Aldridge, financial advisor High Point NC

Lisa Aldridge

CRD Number: 5895360
Current Firm: Prudential Financial Planning Services

Lisa Aldridge (CRD# 5895360) is an Investment Advisor Representative working at Prudential Financial Planning Services in High Point, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Greensboro, NC Mar 2021 - Current 3
Prudential Insurance Company Of America Greensboro, NC Mar 2021 - Current 3
Mml Investors Services, LLC High Point, NC Mar 2017 - Feb 2021 3
Mass Mutual Life Insurance Company High Point, NC Jul 2016 - Feb 2021 4
Metlife Securities Winston-salem, NC Feb 2011 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Lisa R. Aldridge
Phone Number: 800-235-7637
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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, WY

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