Lisa Littles is a registered investment advisor at &partners, based in Wilmington, DE, with 26 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
3711 Kennett Pike, Suite 205, Wilmington, DE, 19807
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Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Lisa is the executor for the Estate of Lorraine Ragin since June 2023. The filing does not specify the amount of time Lisa dedicates to this activity.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Painewebber IncorporatedBroker
State Registrations36 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.