Lisa
Reid
Pks Advisory Services, LLC
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About this Advisor
Lisa Reid is a financial advisor based out of Albany, New York with a total of 1 year of industry experience. Reid is currently employed by Pks Advisory Services, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments and Ymca Of Memphis & The Mid. Reid holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York and Tennessee. Pks Advisory Services, LLC is a registered investment business that has its headquarters in Albany, NY. The firm has offices in 15 locations and a total of 46 employees. It administers $725 million in assets across its 4,410 accounts, making it one of the larger firms in the country by assets under management. Of its 4,410 accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the type of financial services offered. However, fees charged by Pks Advisory Services, LLC can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pks Advisory Services, LLC Brokerage Details
$725,246,094
46
4,410
$164,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lisa Reid Work History
Lisa has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Ymca Of Memphis & The Mid
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Reid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pks Advisory Services, LLC
Santa Monica, CA
Los Angeles, CA
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
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