Lisa Boyd (CRD# 5428526) is an Investment Advisor Representative working at Marcus Capital, LLC in Northfield, IL and has over 16 years of experience in the finance industry. Lisa Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4360690
Northern Trust Investments, Incorporated
CRD# 2010380
Forum Financial Management, LP
CRD# 1645288
Adamec Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marcus Capital LLC | Chicago, IL | Feb 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- IL
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Total Assets Under Management105MILLIONS
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Total Number of Accounts104ACCOUNTS
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Average Account Value$1,013,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL
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