Lisa Bush is a registered investment advisor, based in Marion, OH, with 13 years of industry experience.
Location
107 N. Main ST STE 202, Marion, OH, 43302
Get directionsHistory
Regulatory History
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 →Other Business Activities
Lisa is involved in several outside business activities, including serving as an advisory board member for Marion YMCA Perpetual Fund, Inc., Secretary for Women's Club Home, Vice President for Women's Business Council, and member of Marion County Republican Central/Executive Committee. She also works as a Wealth Advisor for Alluvial Private Wealth and is a member of Alluvial Private Wealth Cleveland QOF and Alluvial Private Wealth (Marion).
Employment History
Current Registrations
Sanctuary Securities, INC.
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations23 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.