Lisa Solomon Kelso (CRD# 2263673) is an Investment Advisor Representative working at Lpl Financial LLC in Prineville, OR and has over 28 years of experience in the finance industry.
CRD# 5928545
Axia Wealth Management Inc.
CRD# 6254444
Asi Wealth Management & Consulting Services
CRD# 6609914
Copia Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Prineville, OR | Apr 2021 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Bend, OR | Nov 2016 - Apr 2021 | 4 |
| Wells Fargo Advisors LLC | Bend, OR | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- OR
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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