Lisa Mccue is a registered investment advisor at Cetera Investment Advisers LLC, based in Milton, WI, with 19 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
202 Merchant Row, Milton, WI, 53563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa works as a personal banking officer at First Community Bank, providing deposit services and managing staff. This role does not involve securities transactions or investment decisions.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Linsco/private Ledger CORP.Broker
Banc One Securities CorporationBroker
State Registrations10 states
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