Lisa Hanline
Lisa Hanline is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlotte, NC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11016 Rushmore Drive, Suite 190, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is an officer of Lisa Martin & Associates, Inc., which is used for tax, payroll, and contracting purposes related to her securities business. She dedicates minimal time to this entity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Invest Financial CorporationBroker
Invest Financial CorporationBroker
State Registrations14 states
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