Lisa Anne Furlong

Current Employers

Employment History

• 04/2010 → 03/2022
  Lpl Financial Llc
  San Jose, CA
• 03/2022 → 09/2025
  Avantax Investment Services, Inc.
  Campbell, CA
• 02/2017 → Present
  Mayer & Associates Advisory Llc
  Campbell, CA
• 03/2022 → 09/2025
  Avantax Advisory Services
  Campbell, CA
• 03/2022 → 09/2025
  Avantax Insruance Agency Llc
  Campbell, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Campbell, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-03 → 2025-09-05
  Avantax Advisory Services
  Campbell, CA
  Los Gatos, CA
• 2010-12-03 → 2022-03-30
  Lpl Financial Llc
  San Jose, CA
  Menlo Park, CA
• 2011-07-08 → 2013-12-01
  Mayer, Moll & Associates
  San Jose, CA
• 2005-10-07 → 2012-06-11
  Grassi Investment Management, Llc
  Mountain View, CA
• 2007-04-03 → 2010-04-29
  Legacy Wealth Advisors, Llc
  San Jose, CA
• 2005-06-30 → 2005-09-20
  B|O|S
  Menlo Park, CA

Other Businesses

1) JY WEALTHCARE, LLC POSITION: rent downstairs suite NATURE: We rent an office suite on the second floor from Johanson & Yau. We are not affiliated with Johanson & Yau nor Elier Peraza in any way. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2022 ADDRESS: 42 W Campbell Avenue, STE 301, Campbell CA 95008, United States DESCRIPTION: Our only responsibility is to pay monthly rent 2) Mayer & Associates Advisory LLC; Partner; Financial planning, investment and insurance advisory; IR; 130; 02/01/2017; 42 W Campbell Ave Campbell CA 95008; Meeting with clients, managing relationships with third party investment managers providing financial planning advice to clients, interfacing with clients and other professional advisors, marketing

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-04-02

Designations

Other Names

• Lisa Anne Goss
• Lisa Furlong