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Lisa Jeanette Mccanless

Starr-Mathews Financial, LLC

Calhoun, GA

CRD 5367200

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Employer firm

Starr-Mathews Financial, LLC CRD 166199

$159M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Starr-Mathews Financial, Llc

215 North Piedmont Street, Calhoun, GA 30701 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-01-16
  • GA RA
    APPROVED
    Since 2013-01-16

Branch Locations

215 North Piedmont Street, Calhoun, GA 30701 • 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
Starr-Mathews Financial, Llc Calhoun GA 05/2007 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

EDWARD JONES · CALHOUN, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Calhoun, GA
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