Lisa Beaty (CRD# 5018510) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 18 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Keystone Wealth Services Dba Keystone Private Wealth | Palm Desert, CA | Jul 2021 - Current | 2 |
Purshe Kaplan Sterling Investments | Albany, NY | Jul 2021 - Current | 2 |
Cypress Wealth Services, LLC | Palm Desert, CA | Jun 2017 - Jun 2021 | 4 |
Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jun 2017 - Mar 2021 | 3 |
Integrated Wealth Management, Inc. | Palm Desert, CA | Apr 2014 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- CA
-
Total Assets Under Management534MILLIONS
-
Total Number of Accounts997ACCOUNTS
-
Average Account Value$535,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, ID, MN, NV, OR, SC, TX, UT, VA, WA
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