LA
CFP · ChFC
LA
CFP · ChFC

Lisa Arnold

10 Years of Experience
Smyrna, GA
BrokerSells Insurance

Lisa Arnold is a CFP, ChFC-designated registered investment advisor, based in Smyrna, GA, with 10 years of industry experience.

Location

Smyrna, GA

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Lisa sells insurance products (excluding Guardian products) and dedicates minimal time to this activity. She also owns and rents out a condo, and serves as a trustee in her parents' legal documents.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2025 - Present · 9 mos
Cambridge Investment Research Advisors, INC.
August 2025 - Present · 9 mos
Previous Registrations
Park Avenue Securities LLC
August 2015 - August 2025 · 10 yrs
Park Avenue Securities LLCBroker
June 2015 - August 2025 · 10 yrs 2 mos
State Registrations4 states
FLGAOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.