Dustin Lisk
Dustin Lisk is a registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 15 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
3420 Toringdon Way, Suite 510, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dustin owns Maple Creek Capital, LLC, a real estate investment business, dedicating a few hours per week. He also serves on the Stanly County Board of Education and assists his wife with managing Wadesboro Holdings, LLC, a real estate investment LLC.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations12 states
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