Lisa Roll is a registered investment advisor at Wells Fargo Advisors, based in Merry Hill, NC, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
637B Avoca Farm Road, Merry Hill, NC, 27957
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa co-owns Willow Hill LLC (art sales), Red Mill Management LLC (real estate), and commercial rental property. She also owns Salmon Creek Wealth Management LLC (full-time) and is president of Helping Hearts Foundation (minimal time), and owns rental property.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations16 states
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