Lisa Windsor is a CFP-designated registered investment advisor, based in Tysons Corner, VA, with 14 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1650 Tysons Bl., Suite 1575, Tysons Corner, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa works as an advisor for Signature Estate & Investment Advisors LLC, focusing on RIA sales and service. This role is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Signature Estate Securities, LLCBroker
Seia
Previous Registrations
Osaic Wealth, INC.Broker
Royal Alliance Associates, INC.
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations2 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.
Exams
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