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Lisa Hane

Truist Advisory Services, INC.
35 Years of Experience
Silver Spring, MD
1 DisclosureBroker
View SEC Summary
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Lisa Hane is a registered investment advisor at Truist Advisory Services, INC., based in Silver Spring, MD, with 35 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3876 International Dr, Silver Spring, MD, 20906

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2013
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2016 - Present · 10 yrs 2 mos
Truist Investment Services, INC.Broker
May 2000 - Present · 26 yrs 5 mos
Truist Investment Services, INC.
May 2000 - Present · 26 yrs 5 mos
Previous Registrations
Suntrust Investment Services, INC.
January 2003 - December 2016 · 13 yrs 11 mos
Crestar Securities CorporationBroker
January 1997 - May 2000 · 3 yrs 4 mos
Citizens Brokerage Services, INC.Broker
November 1995 - January 1997 · 1 yr 2 mos
Pruco Securities CorporationBroker
June 1991 - November 1995 · 4 yrs 5 mos
The Prudential Insurance Company of AmericaBroker
June 1991 - December 1993 · 2 yrs 6 mos
State Registrations22 states
AZCACOCTDCDEFLGAINKYLAMDMEMINCNYOHPASCTXVAWV
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.
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