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Lisa Jean Gamble

Walton Financial

Birmingham, AL

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Current Employers
Walton Financial

2564 18Th Street South, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-06-30
  • AL RA
    APPROVED
    Since 2026-06-30

Branch Locations

1800 International Park Drive Suite 10, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zeiders Enterprises Woodbridge VA 10/2012 12/2019
Planmember Securities Corporation Carpinteria CA 06/2014 12/2019
Innovative Financial Solutions Inc. Birmingham AL 06/2014 12/2019
Self Employed Mccalla AL 05/2011 06/2018
Commonwealth Financial Network Waltham MA 12/2019 03/2025
Ac Financial Partners Birmingham AL 12/2019 03/2025
Commonwealth Financial Network Waltham MA 03/2025 06/2026
Ac Financial Partners Birmingham AL 03/2025 Present
Walton Financial Birmingham AL 06/2026 Present
Previous Registrations
Other Businesses

1.Owner of rental property located in McCalla, AL, as of 10/01/2019; 0% time spent during business hours; Not Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-06-06
S63 Uniform Securities Agent State Law Examination 2003-05-23
  • S65 Uniform Investment Adviser Law Examination
    2003-06-06
  • S63 Uniform Securities Agent State Law Examination
    2003-05-23
Other Names
  • Lisa Jean Murphree
  • Lisa Jean Griffin

View on SEC IAPD

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