Lisa Dean (CRD# 4556731) is an Investment Advisor Representative working at Lpl Financial LLC in Kentwood, MI and has over 21 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Kentwood, MI | Jul 2021 - Current | 2 |
| Bridgepoint Wealth Management (dba) | Grand Rapids, MI | Sep 2017 - Jul 2021 | 3 |
| Lisa Dean Inc. | Alto, MI | Jan 2014 - Jul 2021 | 7 |
| Waddell & Reed, Inc. | Kentwood, MI | Feb 2013 - Jul 2021 | 8 |
| Various Insurance Carriers For W&r Insurance Agencies | Alto, MI | Feb 2013 - Jul 2021 | 8 |
| Personal Rental Property | Grand Rapids, MI | May 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- MI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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