LISA PALMER DICKHOLTZ is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with COOPER FINANCIAL GROUP.
| Firm | From | To | Current |
|---|---|---|---|
| COOPER FINANCIAL GROUP | 2026-01-15 | present | Yes |
| OSAIC WEALTH, INC. | 2024-06-14 | 2025-12-05 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2007-09-04 | 2024-06-14 | — |
| DORION-GRAY RETIREMENT PLANNING, INC. | 2001-11-02 | 2007-09-06 | — |
| DORION-GRAY RETIREMENT PLANNING, INC. | 2001-11-02 | 2002-12-31 | — |