Lisa Paucar, financial advisor Alpharetta GA
83 score

Lisa Paucar

CRD Number: 4589837
Current Firm: Ridge Capital Management, LLC

Lisa Paucar (CRD# 4589837) is an Investment Advisor Representative working at Ridge Capital Management, LLC in Alpharetta, GA and has over 15 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Alpharetta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Kary Brownlee, financial advisor Alpharetta GA
Kary N. Brownlee
CRD# 4540792
Independent Financial Partners
Score
103
Similar Advisors
Jason Culp, CFP®, financial advisor Alpharetta GA
Jason B. Culp, CFP®
CRD# 4782894
Pragmatic Financial Strategies, Inc.
Score
103
Company Name Location Dates Years
Ridge Capital Management, LLC Woodstock, GA Jun 2017 - Current < 1
First Allied Securiites, Inc. San Diego, CA Apr 2015 - Current 3
First Allied Advisory Services, Inc. Chesterfield, MO Apr 2015 - Current 3
Suntrust Investment Services, Inc. Atlanta, GA Apr 2011 - Apr 2015 4
Suntrust Bank St. Simons Island, GA Apr 2011 - Jun 2011 < 1
Aig Retirement Advisors Macon, GA Feb 2008 - Apr 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lisa B. Paucar
Phone Number: 770-516-7747
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $320,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

GA, IL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.