Lisa R. Hane
Professional summary
Lisa Renee Hane, who also goes by Lisa Renee Pettit, Lisa Renee Powell, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Silver Spring, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Silver Spring, Maryland.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Lisa has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Renee Hane's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3876 International Dr, Silver Spring, MD 20906May 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3876 International Dr, Silver Spring, MD 20906Office #2: 18110 Village Mart Dr, Olney, MD 20832Office #3: 13975 Connecticut Ave, Silver Spring, MD 20906January 29, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 1, 1997 - May 26, 2000
CRESTAR SECURITIES CORPORATION
November 27, 1995 - January 1, 1997
CITIZENS BROKERAGE SERVICES, INC.
June 12, 1991 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
June 12, 1991 - November 21, 1995
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/21/2022)
(9/25/2009)
(1/3/2007)
(7/16/2024)
(10/12/2006)
(5/26/2000)
(5/26/2000)
(10/4/2021)
(11/15/2018)
(4/24/2018)
(3/2/2016)
(6/9/2025)
(5/26/2000)
(8/18/2016)
(1/16/2014)
(9/21/2020)
(6/18/2014)
(1/4/2007)
(7/20/2000)
(5/12/2022)
(12/8/2014)
(5/26/2000)
(5/26/2000)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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