Lisa Sheehan is a registered investment advisor at Wells Fargo Advisors, based in Lakewood Ranch, FL, with 25 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
6310 Capital Drive, Ste 120, Lakewood Ranch, FL, 34202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa works as a Zumba and fitness instructor at LA Fitness, Zumba Fitness, and Esporta Fitness, dedicating about 10-20% of her time and minimal time, respectively. These activities are not investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations32 states
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