wiseradvisor

Lisa D. Miller, CERTIFIED FINANCIAL PLANNER, RICP┬«, CFP®, CDFA®
Equitable Advisors

Tel: 315-425-6343
120 Madison Street
Suite 1900
Syracuse, NY 13202

About Equitable Advisors

Financial services isn't just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It's educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the 'at retirement' needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.


General Information

Firm Start Year:   2020
Gender:   Female
Name of Broker/Dealer:   LPL
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Insurance, Mutual Funds, Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, At your home, At my office, Via Phone, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Life, Variable Annuity, Long Term Care, Variable Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee, Commissions


Education

BS Accounting & Business Mangement - Accounting & Business Management  Columbia College
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Lisa D. Miller

Lisa D. Miller

CERTIFIED FINANCIAL PLANNER, RICP┬«, CFP®, CDFA®

CERTIFIED FINANCIAL PLANNER® professional Certified Divorce Financial Analyst Retirement Income Certified Professional┬«

Communities Served

Not Provided