Lisa AustinCRD Number: 5354246
Current Firm: Prudential Financial Planning Services
Lisa Austin (CRD# 5354246) is an Investment Advisor Representative working at Prudential Financial Planning Services in McMurray, PA and has over 9 years of experience in the finance industry.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|Pruco Securities LLC||Mcmurray, PA||Jun 2007 - Current||9|
|The Prudential Insurance Company Of America||Mcmurray, PA||Jun 2007 - Current||9|
|Us Airways||Pittsburgh, PA||Nov 1984 - Aug 2007||22|
|Air Ground Express||Pittsburgh, PA||Nov 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV