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Lisa Reich
34 Years of Experience
Boynton Beach, FL
1 DisclosureBrokerSells Insurance
Lisa Reich is a registered investment advisor at Cetera Investment Advisers LLC, based in Boynton Beach, FL, with 34 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Boynton Beach, FL
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Regulatory History (1)
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Customer Dispute
March 2019Denied
Other Business ActivitiesSells Insurance
Lisa is the owner of LRS Capital Group Inc., a financial services company, since 2021, dedicating full-time hours to it. She also works as an independent insurance agent selling fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2017 - June 2021 · 4 yrs 4 mos
Voya Financial Advisors, INC.Broker
February 2017 - June 2021 · 4 yrs 4 mos
Royal Alliance Associates, INC.
May 2011 - December 2016 · 5 yrs 7 mos
Royal Alliance Associates, INC.Broker
May 2011 - December 2016 · 5 yrs 7 mos
Oppenheimer & CO. INC.
November 2006 - May 2011 · 4 yrs 6 mos
Oppenheimer & CO. INC.Broker
August 2005 - May 2011 · 5 yrs 9 mos
Morgan Stanley Dw INC.Broker
October 1993 - August 2005 · 11 yrs 10 mos
Royce Investment Group, INC.Broker
March 1991 - September 1993 · 2 yrs 6 mos
State Registrations5 states
FLGANJNYSC
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.