Lisa Marie Guthrie

Current Employers

Employment History

• 10/1994 → Present
  Lisa M Guthrie, Cpa (Self Employed)
  Mansfield, PA
• 01/2010 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL
• 01/2010 → Present
  Latitude Advisors, Llc
  Vero Beach, FL
• 01/2015 → Present
  Guthrie & Co. Pc
  Mansfield, PA

Previous Registrations

• 2008-06-02 → 2009-12-31
  Medallion Advisory Services, Llc
  Mansfield, PA

Other Businesses

10/1994 TO PRESENT - GUTHRIE & CO. PC. 1550 SOUTH MAIN STREET, SUITE 4, MANSFIELD, PA 16933; TITLE-OWNER/CPA; DUTIES-TAX, ACCOUNTING AND AUDIT SERVICES; TIME SPENT-75%; COMPENSATED BY OWNER DRAW & NET EARNINGS. 01/2010- LATITUDE ADVISORS, LLC - IA REP - COMPENSATED VIA FEES - 5% OF TIME INSURANCE AGENT POSITION: PRODUCER NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 16 INVESTMENT RELATED HOURS: 16 START DATE: 01/01/2000 ADDRESS: 2204 S MAIN ST, MANSFIELD PA 16933 DESCRIPTION: INSURANCE AGENT/SALES-LIFE, HEALTH AND LONG TERM CARE. EVERBANK REPRESENTATIVE POSITION: BANKING SERVICE REPRESENTATIVE NATURE: BANKING SERVICES ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 04/25/2011 ADDRESS: 2204 S MAIN, MANSFIELD PA 16933 DESCRIPTION: EVERBANK ADVISOR BANK REPRESENTATIVE PREMIERE PLANNING SOLUTIONS, IS INVESTMENT RELATED, DBA, FINANCIAL PROFESSIONAL, 01/04/2010,160 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS, COMMISSION COMPENSATION, SECURITIES DBA USED IN CONJUNCTION WITH INVESTMENT SALES. REXFORD CAMP LLC NOT INVESTMENT RELATED; MEMBER; 1 HOUR PER MONTH AND 0 TRADING HOURS; NATURE: RECREATIONAL; ADDRESS: 1550 S MAIN ST MANSFIELD PA 16933; START: 11/01/2019; DUTY: FAMILY RECREATION CAMP. GENERAL MANAGEMENT, BOOKKEEPING, 25% OWNERSHIP.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-28

Other Names

• Lisa Marie Guthrie