Lisa Britt
Lisa Britt is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Louisville, KY, with 36 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12611 Taylorsville Rd, Louisville, KY, 40299
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2013Other Business Activities
Lisa is the owner of McQueen Properties, LLC, a residential rental property in Hillview, KY, since 2010. She dedicates a few hours per week to making decisions about the property and delegating tasks.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Gna Securities, INC.Broker
Travelers Equities Sales, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
John Hancock Distributors, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.