Lisa Carolyn Longest

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2015 → Present
  The Colony Group Llc
  Boston, MA

Previous Registrations

• 2006-04-03 → 2015-03-31
  Capgroup Advisors
  Richmond, VA
• 2002-03-13 → 2006-04-03
  Capital Advisory Group
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-08

Other Names

• Lisa Longest Ballard
• Lisa Longest Ballard