Lisa Kathryn Toews Daugherty

Current Employers

Employment History

• 05/2011 → Present
  Bbg Financial Planning
  Falls Church, VA
• 12/2019 → 09/2025
  Avantax Investment Services, Inc.
  Falls Church, VA
• 12/2019 → 09/2025
  Avantax Advisory Services
  Falls Church, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Falls Church, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-16 → 2025-09-05
  Avantax Advisory Services
  Falls Church, VA

Other Businesses

1) BBG FINANCIAL PLANNING POSITION: Financial Coordinator NATURE: offers Financial planning and financial services to successful families, small businesses, and not-for-profit companies INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 05/13/2011 ADDRESS: 105 East Annandale Rd, Suite 2115, falls church VA 22046, United States DESCRIPTION: Assist FA in managing business operations, processing client paperwork, helping clients when appropriate and allowable, maintaining client database (redtail), updating Morningstar Office, serve as lead on tracking and managing compliance (ie all the new Avantax items) 2) NAME OF OTHER BUSINESS: TRINITY PRESBYTERIAN CHURCH; INVESTMENT RELATED: NO; ADDRESS: 5533 NORTH 16TH ST, ARLINGTON, VA 22205; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: CHAIR OF ADMINISTRATION MINISTRY; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE AND SUPPORT THE CHURCH STAFF IN THE HUMAN RESOURCES, PERSONNEL, AND OFFICE OPERATIONS OF THE CHURCH;

Exams

• S66 Uniform Combined State Law Examination
  2020-03-16
• S63 Uniform Securities Agent State Law Examination
  1991-06-06
• S65 Uniform Investment Adviser Law Examination
  1991-06-04

Other Names

• Lisa Kathryn Toews
• Lisa Toews Daugherty