LS
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Lisa Scheile

19 Years of Experience
Fayetteville, AR
Broker

Lisa Scheile is a registered investment advisor, based in Fayetteville, AR, with 19 years of industry experience.

Location

355 N College Ave Ste 4, Fayetteville, AR, 72701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lisa works part-time as an associate/employee for Allied Universal Event Services since 2014, dedicating a few hours per week to event-related duties. Lisa also works as an associate/employee for Colwell Wealth Management, dedicating about half of her time to support duties.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2012 - September 2022 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2012 - September 2022 · 10 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Citigroup Global Markets INC.
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
State Registrations17 states
ARAZCAFLGAKSKYMNMONCNMOKORPATXVAWA
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.
Lisa Scheile - Financial Advisor | TrueAdvisor