LG
LG

Lisa Gamble

30 Years of Experience
Nashville, TN
Broker

Lisa Gamble is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1033 Demonbreun Street, Suite 500, Nashville, TN, 37203

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2006 - Present · 19 yrs 7 mos
Raymond James & Associates, INC.
September 2006 - Present · 19 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2006 - Present · 19 yrs 8 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
June 2005 - October 2006 · 1 yr 4 mos
Suntrust Investment Services, INC.
June 2005 - October 2006 · 1 yr 4 mos
Alexander Key Investments
July 2002 - June 2005 · 2 yrs 11 mos
Suntrust Capital Markets, INC.Broker
July 2002 - June 2005 · 2 yrs 11 mos
UBS Painewebber INC.Broker
August 2000 - July 2002 · 1 yr 11 mos
J.C. Bradford & CO.Broker
January 1996 - August 2000 · 4 yrs 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.