Lisa Marie Evans-Dykes

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 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:

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

Current Employers

Employment History

• 07/2012 → Present
  Elite Plus Financial
  San Antonio, TX
• 07/2012 → Present
  Self Employed
  San Antonio, TX
• 12/2014 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 03/2018 → Present
  Lisa's Financial Services Inc.
  San Antonio, TX

Other Businesses

1) ELITE PLUS FINANCIAL & RETIREMENT SERVICES-1550 IH-10 WEST, STE 240, SAN ANTONIO, TX 78230; INVESTMENT RELATED; FINANCIAL/INSURANCE SALES & SVCSS; AGENT; START DATE 7/12; 40 HRS/MNTH & DURING TRADING. 2) LISA EVANS (SELF EMPLOYED)-2222 FAWNFIELD LANE, SAN ANTONIO, TX 78248; INVESTMENT RELATED; INSURANCE SALES & SVCS; OWNER/AGENT; START DATE 7/12; 60 HRS/MNTH; 40 HRS/MNTH DURING TRADING. 3)Lisa's Financial Services, Inc.; 1543 Crescent View San Antonio TX 78258; CEO/Agent; sale of insurance products; Start Date 03/22/2018; 160 hours/mo; 160 hrs/mo during trading; IR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-26
• S63 Uniform Securities Agent State Law Examination
  2015-03-07

Other Names

• Lisa Evans
• Lisa Marie Evans