Lisa Hunt

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2012 → 03/2019
  Raymond James And Associates
  St Petersbug, FL
• 01/2018 → 03/2019
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 01/2018 → 03/2019
  Raymond James Financial Services Advisors Inc
  St. Petersburg, FL
• 03/2019 → Present
  Citigroup
  Tampa, FL

Previous Registrations

• 2018-01-16 → 2019-03-11
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2012-06-19 → 2018-01-11
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2010-02-08 → 2012-06-14
  Morgan Stanley
  Tampa, FL
• 2009-09-22 → 2010-01-27
  Lpl Financial Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-09-15

Other Names

• Lisa Marie Hunt