Lisa Ann Hanvey

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 01/2010 → 09/2019
  Jp Morgan Chase
  Hamilton, NJ
• 12/2019 → 04/2021
  Raymond James Financial Services, Inc
  Raleigh, NC
• 01/2020 → 04/2021
  Raymond James Financial Services Advisors
  Raleigh, NC
• 12/2019 → 04/2021
  Townebank
  Raleigh, NC
• 10/2021 → 01/2022
  Ameriprise Financial Services, Llc
  Rocky Mount, NC
• 04/2021 → 10/2021
  Unemployed
  Spring Hope, NC
• 09/2019 → 12/2019
  Unemployed
  Spring Hope, NC
• 01/2022 → 01/2024
  Raymond James Financial Services, Inc.
  Raleigh, NC
• 01/2022 → 01/2024
  Raymond James Financial Services Advisors, Inc.
  Raleigh, NC
• 01/2022 → 01/2024
  Townebank
  Raleigh, NC
• 01/2022 → 01/2024
  Towne Wealth Management
  Raleigh, NC
• 01/2022 → 01/2024
  The Bray-Harris Group
  Raleigh, NC
• 02/2024 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 02/2024 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC

Previous Registrations

• 2022-01-21 → 2024-01-12
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 2021-10-29 → 2022-01-04
  Ameriprise Financial Services, Llc
  Rocky Mount, NC
• 2020-01-10 → 2021-04-21
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 2012-10-01 → 2019-09-17
  J.P. Morgan Securities Llc
  Pennington, NJ
  Hamilton, NJ
  Princeton, NJ
  Hamilton, NJ
  Pennington, NJ
  Freehold, NJ
  Freehold, NJ
  Hamilton Square, NJ
  Freehold, NJ
  Pennington, NJ
  Robbinsville, NJ
• 2010-01-27 → 2012-10-01
  Chase Investment Services Corp.
  Pennington, NJ
  West Windsor, NJ
• 2008-05-27 → 2010-01-05
  Lpl Financial Llc
  Manalapan, NJ
  Lawrenceville, NJ
  Skillman, NJ
• 2007-03-28 → 2008-05-27
  Ifmg Securities, Inc.
  Manalapan, NJ
• 2005-08-10 → 2006-10-13
  Banc Of America Investment Services, Inc.
  E. Brunswick, NJ
  East Brunswick, NJ
  E. Brunswick, NJ
• 2002-09-06 → 2004-07-09
  Quick & Reilly, Inc.
  Lakewood, NJ

Other Businesses

HANVEY'S HONIES LLC POSITION: Owner NATURE: Apiary INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2026 ADDRESS: Spring Hope NC, United States DESCRIPTION: Beekeeping

Exams

• S66 Uniform Combined State Law Examination
  2002-05-03

Other Names

• Lisa A Hanvey