Lisa Maria Chenet

Employer firm

Prosperity Capital Advisors CRD 156480

$4.39B regulatory AUM 299 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 02/2015 → Present
  Clp Tax And Wealth Advisory
  Chesapeake, VA
• 07/2016 → Present
  Prosperity Capital Advisors
  Westlake, OH

Other Businesses

1. Agent soliciting fixed insurance sales through various insurance companies earning commissions. Approx. 20 hour per month including 1 hr/day during securities trading hours. Non-investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-06

Other Names

• Lisa Maria Bonnett
• Lisa Chenet