Lisa Reitmeyer
Lisa Reitmeyer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mesa, AZ, with 31 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
1635 N. Greenfield Road, Suite 138, Mesa, AZ, 85205
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2005Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Lisa previously sold long-term care insurance from 2012 to 2014. She also owns Lisa Reitmeyer, P.C., a personal corporation for business and tax purposes, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 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.