LB
CFP
LB
CFP
Lisa Boyer is a CFP-designated registered investment advisor, based in Arcola, IL, with 42 years of industry experience.
Location
102 E Main St, Arcola, IL, 61910
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Regulatory History (1)
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Customer Dispute
August 2002Denied
Other Business ActivitiesSells Insurance
Lisa is involved in several business activities, including being an owner of Boyer & Sappenfield Investment Advisors and an advisory representative of a RIA. She also works as an independent insurance agent for various companies, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
May 2016 - Present · 10 yrs 2 mos
Cambridge Investment Research, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Transamerica Financial Advisors, INC.
October 1997 - May 2016 · 18 yrs 7 mos
Transamerica Financial Advisors, INCBroker
April 1991 - May 2016 · 25 yrs 1 mo
Pw Securities, INC.Broker
February 1984 - April 1991 · 7 yrs 2 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.