LISA ANN ALLEN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with WATERLOO CAPITAL, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| WATERLOO CAPITAL, L.P. | 2018-01-08 | present | Yes |
| SMART MONEY GROUP, LLC | 2016-08-17 | 2017-12-31 | — |
| VSR FINANCIAL SERVICES, INC. | 2003-02-07 | 2016-08-15 | — |
| THE MASTERS, INC. | 2002-06-26 | 2003-02-07 | — |