Lisa Dionne Ford

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2000 → Present
  L. Randle Enterprises, Inc
  Richardson, TX
• 10/2006 → Present
  Genesis Financial Group
  Richardson, TX
• 06/2009 → Present
  Various Insurance Carriers For W&R Insurance Carriers
  Richardson, TX
• 01/2014 → Present
  Money Concepts Capital Corp
  Richardson, TX
• 04/2025 → Present
  Federal Benefits Academy
  Richardson, TX

Previous Registrations

• 2012-02-22 → 2013-12-31
  Great Nation Investment Corporation
  Richardson, TX
  Amarillo, TX
  Amarillo, TX
• 2009-06-19 → 2012-02-09
  Waddell & Reed
  Dallas, TX
• 2008-01-07 → 2009-02-19
  Principal Securities, Inc.
  Richardson, TX
  Addison, TX
• 2007-11-15 → 2008-01-03
  United Equity Securities, Llc
  Huston, TX
  Houston, TX

Other Businesses

1. L RANDLE ENTERPRISES, NON-INVESTMENT RELATED. CONSULTING SMALL BUSINESS TO INCREASE CREDIT & SALE. MANAGER-CONSULTING. 01/2000 TO PRESENT.12 HRS MO. ZERO HOURS DURING SECURITIES TRADING HOURS. MANAGER. 2. INSURANCE SALES. NON-INVESTEMENT RELATED. AS OF DATE 01/2000. SALES OF HEALTH, MEDICARE ADVANTAGE+SUPPLEMENTAL INSURANCE. 32TOTAL HR/MO. 20 HR/MO DURING SECURITIES TRADING. 3. Ascend Financial Planning and Wealth Management LLC, 9330 LBJ Fwy Ste 900, Dallas, TX 75243. DBA for financial planning and wealth management services. Owner, Investment related, 40% time spent on activity during securities hrs. 4. on the BOD of US chapter IARFC, 146 North Breiel Blvd Middletown, OH 45042, Board Member, On the Board of Directors, Non-investment related, 1-20% time spent on activity during non-securities hrs 5. Secretary for Collin County Black Chamber of Commerce, Non-investment related, 1-10% time spent on activity during non-securities hrs. 6. Federal Benefits Academy, since 4/3/2025, Training and education to federal employees on their benefits. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-08

Other Names

• Lisa Dionne Randle
• Lisa Dionne Bennett
• Lisa Dionne Lumpkin
• Lisa D Randle