Lisa Esteves-Dixon
Lisa Esteves-Dixon is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Inverness, FL, with 26 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
116 N. Pine Avenue, Inverness, FL, 34450
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
January 2009Other Business Activities
Lisa is the owner of Intercept, Close Quarter Combat Inc., a tactical training company. Her spouse teaches law enforcement and security classes, and Lisa spends minimal time on this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
State Registrations23 states
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.