LB
ChFC
LB
ChFC

Lisa Barrantes-Delossantos

26 Years of Experience
Santa Barbara, CA
Broker

Lisa Barrantes-Delossantos is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Santa Barbara, CA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1216 State Street, Suite 500, Santa Barbara, CA, 93101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs 1 mo
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
February 2004 - April 2014 · 10 yrs 2 mos
Wells Fargo Advisors, LLCBroker
September 2003 - April 2014 · 10 yrs 7 mos
UBS Financial Services INC.Broker
June 2001 - August 2003 · 2 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
September 1999 - April 2001 · 1 yr 7 mos
State Registrations20 states
AZCACOCTFLGAHIKSMAMDMENCNMNYORPATXUTVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Lisa Barrantes-Delossantos - Financial Advisor | TrueAdvisor