Lisa Wiechert, financial advisor Birmingham AL

Lisa Wiechert

CRD Number: 1061345
Current Firm: Stonex Advisors Inc.

Lisa Wiechert (CRD# 1061345) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Stonex Advisors Inc. Lombard, IL Jun 2016 - Current 7
Stonex Securities Inc. Lombard, IL Aug 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Lisa A. Wiechert
Phone Number: 800-292-2411
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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