LC
LC

Lisa Cyr

26 Years of Experience
El Segundo, CA
Broker

Lisa Cyr is a registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 26 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2301 Rosecrans Ave #5100, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lisa owns rental property and provides it to families for vacation purposes. She is also a partner in Thesportopiaexperience LLLP, reselling season tickets, dedicating minimal time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 4 mos
Cetera Advisors LLC
October 2015 - Present · 10 yrs 9 mos
Cetera Financial Specialists LLC
October 2015 - Present · 10 yrs 9 mos
Cetera Wealth Services, LLC
October 2015 - Present · 10 yrs 9 mos
Cetera Investment Services LLC
October 2015 - Present · 10 yrs 9 mos
Cetera Advisors LLCBroker
October 2015 - Present · 10 yrs 9 mos
Cetera Financial Specialists LLCBroker
October 2015 - Present · 10 yrs 9 mos
Cetera Wealth Services, LLCBroker
October 2015 - Present · 10 yrs 9 mos
Cetera Investment Services LLCBroker
October 2015 - Present · 10 yrs 9 mos
Previous Registrations
First Allied Securities, INC.Broker
January 2016 - September 2022 · 6 yrs 8 mos
Summit Brokerage Services, INC.Broker
January 2016 - December 2019 · 3 yrs 11 mos
Girard Securities, INC.Broker
January 2016 - November 2017 · 1 yr 10 mos
Legend Equities CorporationBroker
January 2016 - December 2016 · 11 mos
Vsr Financial Services, INC.Broker
January 2016 - November 2016 · 10 mos
Investors Capital CORP.Broker
January 2016 - November 2016 · 10 mos
Cetera Advisor Networks LLC
October 2015 - June 2023 · 7 yrs 8 mos
J P Turner & Company Capital Management, LLC
August 2007 - November 2015 · 8 yrs 3 mos
J.P. Turner & Company, L.L.C.Broker
June 2007 - December 2015 · 8 yrs 6 mos
Citigroup Global Markets INC.
April 2003 - June 2007 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
December 2000 - June 2007 · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
September 1999 - November 2000 · 1 yr 2 mos
State Registrations1 state
GA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.