LD
Lisa L. Donnelley
HARRIS WEALTH MANAGEMENT
Twin Falls, ID 83301
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CRD#: 4472808
LD
Professional summary
Lisa Lea Wilkins Donnelley is a registered financial advisor currently at HARRIS WEALTH MANAGEMENT, LLC located in Twin Falls, Idaho.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lisa has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
HARRIS CPAS, ACCOUNTING AND PERSONAL FINANCE, 160 HOURS PER MONTH DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Lea Wilkins Donnelley's 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®
NoneExperience
Current
January 22, 2024 - Present
HARRIS WEALTH MANAGEMENT, LLC
Office #1: 161 5th Avenue S Suite 200, Twin Falls, ID 83301RIA
CRD#: 117184
Twin Falls, ID
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
Idaho(1/22/2024)
Exams
Current Firm
HW
HARRIS WEALTH MANAGEMENT, LLC
HARRIS WEALTH MANAGEMENT, LLC | SAGE ASSET MANAGEMENT, L.L.C.
CRD#: 117184 / SEC#:
Idaho
Registered Investment Advisory firm - (11/27/2001 Approved)Louisiana
Registered Investment Advisory firm - (1/9/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
161 5th Avenue S Suite 200, Twin Falls, ID 83301
Mailing Address
Phone number
(208) 734-3736
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 94 |
| AUM (Assets Under Management) | $ 22,454,887 |
Red Flags
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