Lisa Daugherty is a registered investment advisor, based in Falls Church, VA, with 12 years of industry experience.
Location
105 East Annandale Road, Suite 215, Falls Church, VA, 22046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa works as a financial coordinator at BBG Financial Planning, dedicating nearly full-time hours to managing business operations, processing paperwork, and maintaining client databases. She also serves as a board member for Trinity Presbyterian Church preschool, spending minimal time attending monthly meetings and assisting with school events.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
ICMA - Rc Services, INC.Broker
Mentor Distributors, INC.Broker
Wheat, First Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.