Alisa Schultz
Alisa Schultz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fairfax, VA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4114 Legato Road, 5th Floor, Fairfax, VA, 22033
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Alisa works as a financial advisor at Estes Wealth Strategies, advising and supporting clients in investments and financial planning. This activity takes about half of Alisa's time and occurs during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Smith Barney INC.Broker
Capital Resources, INC.Broker
State Registrations19 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.