Lisa Kasson
Lisa Kasson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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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.
Learn about disclosures →Other Business Activities
Lisa is the owner of MRB Holidays LLC, a vacation rental property in Florida, since December 2019. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sii Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations1 state
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