LA
LA

Lisa Marie Adams

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Lisa is an independent insurance agent selling fixed life insurance since 2018, dedicating a few hours per week to this activity. She is also a co-founder, president, and board member of Business Women of Pocatello, a non-profit organization, spending about a quarter of her time on this role.

Employment History
Current Registrations
American Independent Securities Group, LLC
May 2017 - Present · 8 yrs 9 mos
American Independent Securities Group, LLCBroker
June 2016 - Present · 9 yrs 8 mos
State Registrations17 states
AKAZCACOFLIDKYMTNCNDNENVORTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.