Lisa C. Wright
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 Christine Wright, who also goes by Lisa Christine Williams, was a registered financial professional .
Lisa is a previously registered financial professional and started their career in finance in 1995. Lisa had worked at 10 firms and has passed the Series 66, Series 63, 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
October 18, 2013 - August 28, 2014
USAA FINANCIAL PLANNING SERVICES
October 18, 2013 - August 28, 2014
USAA FINANCIAL ADVISORS, INC.
December 5, 2011 - October 22, 2013
USAA INVESTMENT SERVICES COMPANY
December 5, 2011 - October 22, 2013
USAA INVESTMENT SERVICES COMPANY
July 22, 2009 - December 6, 2011
USAA FINANCIAL PLANNING SERVICES
July 22, 2009 - December 6, 2011
USAA FINANCIAL ADVISORS, INC.
June 3, 2005 - June 23, 2009
WOODBURY FINANCIAL SERVICES, INC.
June 1, 2005 - June 23, 2009
WOODBURY FINANCIAL SERVICES, INC.
December 8, 2003 - June 10, 2005
MML INVESTORS SERVICES, LLC
December 8, 2003 - June 10, 2005
MML INVESTORS SERVICES, LLC
September 3, 2002 - December 19, 2003
OSAIC FA, INC.
July 12, 2001 - December 19, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 12, 2001 - December 19, 2003
OSAIC FA, INC.
January 16, 2001 - July 18, 2001
WADDELL & REED
April 5, 2000 - January 11, 2001
HIMCO DISTRIBUTION SERVICES COMPANY
January 4, 1999 - February 18, 2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
January 4, 1999 - February 18, 2000
OSAIC FA, INC.
March 1, 1995 - January 4, 1999
WS GRIFFITH SECURITIES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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