Raymond James Financial Services Advisors, Inc
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About this Advisor
Lisa Shaw is a certified financial planner who works out of Charlotte, North Carolina, who has been in the financial industry for 18 years. Shaw is currently employed by Raymond James Financial Services Advisors, Inc. Their career trajectory has included roles at Morgan Keegan & Company, Inc, Wells Fargo Advisors Financial Network LLC, Raymond James Financial Services Advisors Inc and Raymond James Financial Services, Inc. Shaw holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina and Texas. Raymond James Financial Services Advisors, Inc is an advisory firm based in Charlotte, North Carolina. It has offices in 2,040 locations and a total of 5,600 advisors. It has $81 billion in total assets across its 280,698 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 100 charities and foundations. Of its 280,698 accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services are provided. However, fees charged by Raymond James Financial Services Advisors, Inc most likely consist of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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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
- Educational seminars/workshops
Lisa Shaw Work History
Lisa has 18 years of experience.
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Wells Fargo Advisors Financial Network LLC
Morgan Keegan & Company, Inc
Lisa Shaw has disclosures.
Please visit their SEC profile for more details.