Best Investors Account Sign in

Vincent Paul Lisanke

Raymond James & Associates, Inc.

Boston, MA

Belmont, MA

CRD 4140448

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2020-09-23
  • NH RA
    APPROVED
    Since 2020-09-23

Branch Locations

One International Place Suite 2810, Boston, MA 02110 • United States

Belmont, MA • 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
J.P. Morgan Securities Inc. Boston MA 04/2010 04/2018
J.P. Morgan Chase Bank, Na Boston MA 11/2016 04/2018
Raymond James & Associates, Inc. Boston MA 04/2018 10/2020
Raymond James & Associates, Inc. Waterville Valley NH 10/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-16
S63 Uniform Securities Agent State Law Examination 2010-05-11
  • S66 Uniform Combined State Law Examination
    2018-04-16
  • S63 Uniform Securities Agent State Law Examination
    2010-05-11
Other Names
  • Paul Lisanke

View on SEC IAPD

More in Boston, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor