Lisa Cowger
Lisa Cowger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 29 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
One Riverway, Suite 1700, Houston, TX, 77056
Get directionsHistory
Regulatory History (3)
Financial
March 2020Financial
August 2019Financial
July 2019Other Business Activities
Lisa works as an associate/employee at Sage Street Financial Advisory, performing executive assistant and administrative duties. She is registered as a backup for financial advisors but does not meet with clients or provide financial advice, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Advantage Capital CorporationBroker
Van Kampen Funds INC.Broker
State Registrations14 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.