Lisa M. Lime

LINEWEAVER WEALTH ADVISORS

VALLEY VIEW, OH 44125

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CRD#: 2746342

Professional summary

Lisa Marie Lime, who also goes by Lisa Marie Fontecchio, is a registered financial advisor currently at LINEWEAVER WEALTH ADVISORS located in Valley View, Ohio.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lisa has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Marie Fontecchio

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Lineweaver Wealth Advisors;investment related;9035 Sweet Valley Drive,Valley View,OH 44125;provides financial planning and investment management;new business processor and client service;2/2023;80 hrs/month;65 hrs during trading;process client paperwork,provide client service,respond to client inquiries and provide assistance with account maintenance,process RMDs,process dealth claims,assists with appointment preparation,provide administrative support 2)Lineweaver Financial Group;investment related;9035 Sweet Valley Drive,Valley View,OH 44125;corporation to sell and service securities and insurance;processing and client services;2/2023;80 hrs/month;60 hrs during trading;process new business and handle various service aspects for current clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie Lime's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 13, 2023 - Present

LINEWEAVER WEALTH ADVISORS

Office #1: 9035 Sweet Valley Drive, Valley View, OH 44125

RIA

CRD#: 173310

VALLEY VIEW, OH

Past

February 2, 2023 - August 19, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Valley View, OH

Past

November 4, 2019 - November 23, 2022

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

Westlake, OH

Past

November 4, 2019 - November 23, 2022

TRIAD ADVISORS LLC

CRD#: 25803

Westlake, OH

Past

December 5, 2007 - June 20, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WESTLAKE, OH

Past

February 9, 2007 - June 20, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WESTLAKE, OH

Past

January 12, 2007 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

ELYRIA, OH

Past

May 22, 1996 - September 28, 2000

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LINEWEAVER WEALTH ADVISORS

LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS

CRD#: 173310 / SEC#: 801-80580

RIA

Registered Investment Advisory firm - (11/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/4/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/15/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2007

General Securities Representative Examination

Current Firm

LINEWEAVER WEALTH ADVISORS

LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS

CRD#: 173310 / SEC#: 801-80580

RIA

Registered Investment Advisory firm - (11/18/2014 Approved)

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Contact information

Main Address

9035 Sweet Valley Drive, Valley View, OH 44125

Mailing Address

Phone number

(216) 520-1711

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LINEWEAVER WEALTH ADVISORS, LLC (7/1/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 908,445,099

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lisa M. Lime

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie Lime's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

OSAIC ADVISORY SERVICES, LLC

TRIAD ADVISORS LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

KEYBANC CAPITAL MARKETS INC.

THE HUNTINGTON INVESTMENT COMPANY

Primary Firm SEC Registration

LINEWEAVER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2007

Series 63

Date: 6/15/1998

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2007

Current Firm

LINEWEAVER WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINEWEAVER WEALTH ADVISORS

TRUST BUT VERIFY

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