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Lisa Schneider

9 Years of Experience
Park City, UT
Broker

Lisa Schneider is a registered investment advisor, based in Park City, UT, with 9 years of industry experience.

Location

1389 Center Drive, Suite 200, Park City, UT, 84098

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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 Activities

Lisa is a musician performing as a vocalist and instrumentalist since 2007, dedicating a few hours per week to this activity. Lisa also owns rental real estate property since 2021, spending minimal time on property management.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2026 - Present · 8 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 8 mos
Previous Registrations
Raymond James & Associates, INC.
February 2017 - December 2025 · 8 yrs 10 mos
Raymond James & Associates, INC.Broker
January 2017 - December 2025 · 8 yrs 11 mos
State Registrations14 states
AKCACODCFLIDMDNMNVRITXUTVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lisa Schneider - Financial Advisor | TrueAdvisor