Lisabeth Thiessen
Lisabeth Thiessen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
6000 Fairview Rd, Charlotte, NC, 28210
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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.
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Lisabeth works as a Pilates instructor at Fitness LLC (Club Pilates) and Vibe Pilates, dedicating about 10-20% of her time and a few hours per week, respectively. She also volunteers on the Executive Leadership Committee for the American Cancer Society, spending minimal time on this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
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