Lisa Marie Drake

Current Employers

Employment History

• 05/2011 → 10/2018
  Lpl Financial Llc
  Maitland, FL
• 11/2018 → 02/2019
  Nfp Retirement
  Aliso Viejo, CA
• 03/2019 → 04/2019
  Not Applicable
  Orlando, FL
• 06/2019 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2018 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 02/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-11-09 → 2019-05-20
  Wealthspire Retirement Advisory
  Maitland, FL
  Aliso Viejo, CA
• 2011-07-25 → 2018-10-26
  Lpl Financial Llc
  Maitland, FL
  Maitland, FL
  San Diego, CA
• 2011-03-14 → 2011-05-18
  Osaic Services, Inc.
  Maitland, FL
• 2006-07-25 → 2009-06-04
  Cbiz Financial Solutions, Inc.
  Maitland, FL
  Cleveland, OH
  Cleveland, OH
• 2004-12-09 → 2006-04-27
  Ameriprise Financial Services, Llc
  Orlando, FL
  Orlando, FL

Other Businesses

NAME OF OTHER BUSINESS: AMERICAN RETIREMENT ASSOCIATION, INVESTMENT RELATED: NO, ADDRESS: 4401 FAIRFAX DR #600, ARLINGTON, VA 22203, NATURE OF BUSINESS: NON-PROFIT, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER AS NAPA PRESIDENT, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: SIT ON THE ARA BOARD AS NAPA PRESIDENT ;

Exams

• S66 Uniform Combined State Law Examination
  2004-12-07
• S63 Uniform Securities Agent State Law Examination
  2001-10-02

Other Names

• Lisa Marie Garcia