Lisa Detanna
Lisa Detanna is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 36 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212
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Regulatory History (2)
Customer Dispute
June 2023Customer Dispute
May 2009Other Business Activities
Lisa co-authored a children's book starting in 2015, dedicating minimal time to it. She also owns Lisa Detanna Advisory and Marketing Inc and uses it to manage a checking account for business expenses, also dedicating minimal time to it.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wedbush Securities INC.
Wedbush Securities INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
Imperial Capital, LLCBroker
Dabney/resnick/imperial, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations50 states
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