Lisa A. Durant

LION'S EYE WEALTH LLC

Montrose, CO

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CRD#: 6998921

Professional summary

Lisa A Durant is a registered financial advisor currently at LION'S EYE WEALTH LLC located in Montrose, Colorado.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lisa has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

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.

1) Contributing Writer; Investment related: No; Locations: PO Box 2923 Telluride Colorado 81435 United States; Description: Lisa Durant serves as a contributing writer for several media publications.; Position Title: Contributing Writer; Responsibilities Duties: Research and write thought pieces. ; Start date: 2023-06-25; Hours per month during trading hours: 0; Hours per month outside trading hours: 3.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa A Durant'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®

None

Experience

Current

May 27, 2022 - Present

LION'S EYE WEALTH LLC

RIA

CRD#: 321669

Montrose, CO

Past

September 13, 2021 - April 26, 2022

HIGH COUNTRY CAPITAL MANAGEMENT

RIA

CRD#: 106151

Montrose, CO

Past

October 30, 2018 - March 31, 2021

MORGAN STANLEY

RIA

CRD#: 149777

SAN FRANCISCO, CA

Past

October 4, 2018 - March 31, 2021

MORGAN STANLEY

CRD#: 149777

SAN FRANCISCO, CA

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

Colorado
(5/27/2022)

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: 10/30/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2018

General Securities Representative Examination

Current Firm

LION'S EYE WEALTH LLC

LEISE DURANT LLC | LION'S EYE WEALTH LLC | LION'S EYE WEALTH

CRD#: 321669 / SEC#:

Colorado

Registered Investment Advisory firm - (5/27/2022 Approved)

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Contact information

Main Address

Montrose, CO

Mailing Address

Po Box 4186, Telluride, CO 81435-4186

Phone number

(970) 343-9544

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 3,000,000

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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Lisa A. Durant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa A Durant's CRS (Customer Relationship Summary).

Certified licenses

Experience

LION'S EYE WEALTH LLC

HIGH COUNTRY CAPITAL MANAGEMENT

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2018

Series 7TO

Date: 7/10/2022

SIE

Date: 10/5/2018

Series 7

Date: 10/4/2018

Current Firm

LION'S EYE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LION'S EYE WEALTH LLC

TRUST BUT VERIFY

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