Lisa Purville

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2005 → 12/2021
  Wachovia Bank, N.A.
  White Plains, NY
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Great Neck, NY
• 11/2016 → 12/2021
  Wells Fargo Clearing Services, Llc
  Great Neck, NY
• 01/2022 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2021-06-21 → 2022-01-13
  Wells Fargo Clearing Services, Llc
  Great Neck, NY
  White Plains, NY
  New York, NY
• 2022-01-07 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY

Other Businesses

SHIRLEYLEWIS INCORPORATED, INVT RELATED, GREAT NECK, NY, 100% OWNERSHIP, START DATE 11/3/2021, 6 HRS PER MONTH, 0 HRS DURING TRADING, REAL ESTATE RENTAL PROPERTIES. ////Rental Property: Fairburn, GA; Investment-related; Started: May 1, 2024.; Title: Owner; Duties: Collect rent.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ////

Exams

• S66 Uniform Combined State Law Examination
  2021-01-07
• S63 Uniform Securities Agent State Law Examination
  2003-10-21

Other Names

• Lisa Purville
• Lisa Ann Purville