Lisa J. Hopcroft
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 Jean Hopcroft, CFP®, who also goes by Lisa Jean Scheihing, was a registered financial professional .
Lisa is a previously registered financial professional and started their career in finance in 2000. Lisa had worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2005 - August 1, 2017
RONALD BLUE & CO., LLC
April 30, 2003 - December 31, 2009
INDEPENDENT WEALTH, INC.
August 25, 2000 - August 29, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
RONALD BLUE & CO., LLC
CRD#: 104605 / SEC#: 801-18423
Contact information
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.
