Lisa Carey is a registered investment advisor at Raymond James & Associates, INC., based in Portland, ME, with 11 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
Two Portland Square, 7th Floor, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a voting board member of the Riverfront Loft Condominium Owners Association, where she resides. She dedicates minimal time to this position, and it is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Edward JonesBroker
State Registrations11 states
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