Lisa M. Anderson Linnebur
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lisa Marie Anderson Linnebur, who also goes by Lisa Marie Anderson, Lisa Anderson Linnebur, Lisa Linnebur, was a registered financial professional .
Lisa is a previously registered financial professional and started their career in finance in 1995. Lisa had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2016 - January 19, 2018
EDELMAN FINANCIAL ENGINES
May 19, 2015 - November 30, 2016
FINANCIAL ENGINES ADVISOR CENTER, LLC
September 2, 2014 - May 5, 2015
EMPOWER FINANCIAL SERVICES, INC.
April 2, 2008 - September 3, 2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
June 20, 2007 - September 2, 2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
June 13, 1995 - September 8, 1997
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
EDELMAN FINANCIAL ENGINES
CRD#: 104510 / SEC#: 801-55196
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EDELMAN FINANCIAL ENGINES
CRD#: 104510 / SEC#: 801-55196
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,552,934 |
| AUM (Assets Under Management) | $ 292,902,969,770 |
Red Flags
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