Lisa Lynn Washington

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1989 → 07/2021
  Waddell & Reed, Inc.
  Missouri City, TX
• 01/1990 → 07/2021
  Various Insurance Carriers
  Missouri City, TX
• 06/2015 → 07/2021
  Texas Home Health
  Beaumont, TX
• 07/2021 → Present
  Lpl Financial Llc
  Missouri City, TX

Previous Registrations

• 1990-10-09 → 2021-07-21
  Waddell & Reed
  Beaumont, TX
  Houston, TX
  Missouri City, TX
  Edmond, OK
  Missouri City, TX

Other Businesses

1. 10/21/2022 - Associates of Clifton Park - Investment Related - Location: Client's Homes - Non-Variable Insurance - Agent - Start Date: 12/01/2022 - 6 Hours Per Month/0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-11-27

Other Names

• Lisa Lynn Harris
• Lisa Washington