LF
CFP
LF
CFP
Lisa Fouraker
28 Years of Experience
Devon, PA
1 DisclosureBroker
Lisa Fouraker is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Devon, PA, with 28 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
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Location
92 Lancaster Avenue, Suite 205, Devon, PA, 19333
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2001Award / Judgment
Other Business Activities
Lisa is the owner of rental real estate property since February 2025. She dedicates a few hours per week to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
December 2024 - Present · 1 yr 5 mos
Raymond James & Associates, INC.
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Janney Montgomery Scott LLC
May 2017 - December 2024 · 7 yrs 7 mos
Janney Montgomery Scott LLCBroker
May 2017 - December 2024 · 7 yrs 7 mos
RBC Capital Markets, LLC
April 2009 - May 2017 · 8 yrs 1 mo
RBC Capital Markets, LLCBroker
April 2009 - May 2017 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - April 2009 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
November 1997 - July 2005 · 7 yrs 8 mos
State Registrations29 states
AKALARAZCACOCTDCDEFLGAIDILMAMDMEMIMONCNJNVNYOHPASCTNUTVAWA
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.