Lisa GuthrieCRD Number: 6448570
Current Firm: Securian Financial Services, Inc.
Lisa Guthrie (CRD# 6448570) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Saint Louis, MO and has over 4 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Securian Financial Services Inc.||St. Paul, MN||Sep 2015 - Current||6|
|Renaissance Financial||St. Louis, MO||Feb 2015 - Current||7|
|Bed Bath And Beyond||Brentwood, MO||Aug 2011 - Aug 2017||6|
|Securian Financial Services Inc.||St. Paul, MN||Feb 2015 - Sep 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- 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
- Pension consulting services
- 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, VT, WA, WI, WV, WY
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