Lisa Boone
Lisa Boone is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Augusta, GA, with 27 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1325 Greene Street, Augusta, GA, 30901
Get directionsHistory
Regulatory History (2)
Regulatory
August 2012Employment Separation After Allegations
January 2011Other Business Activities
Lisa is a passive investor in Dolphin Realti Growth LLC since 2006, dedicating minimal time. She also owns rental real estate, renting her personal residence for one week each year, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations12 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.