Lisa Elkins is a registered investment advisor, based in Orange Park, FL, with 24 years of industry experience.
Location
296 Blanding Blvd, Orange Park, FL, 32073
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2015 - January 2018 · 2 yrs 9 mos
Bb&t Investment Services, INC.Broker
January 2015 - January 2018 · 3 yrs
Certussecurities, INC.Broker
May 2012 - January 2015 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2012 · 2 yrs 7 mos
Banc of America Investment Services, INC.Broker
June 2001 - October 2009 · 8 yrs 4 mos
State Registrations30 states
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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.