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Lisa Turnage

21 Years of Experience
Peachtree Cty, GA
BrokerSells Insurance

Lisa Turnage is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Peachtree Cty, GA, with 21 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1104 N Peachtree Pkwy, Ste 100, Peachtree Cty, GA, 30269

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History

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.

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Other Business ActivitiesSells Insurance

Lisa makes and sells handmade jewelry, dedicating a few hours per week. She may also earn commissions from insurance sales and assists with clerical duties for her husband's construction company, and is a landlord for an investment property.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2016 - Present · 9 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
November 2016 - Present · 9 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2012 - October 2016 · 4 yrs 9 mos
Wells Fargo Advisors, LLCBroker
June 2004 - October 2016 · 12 yrs 4 mos
State Registrations17 states
ALCADEFLGAIDKSMDMTNCNMNYOKPASCTXVA
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.