LISA L. PURCELL is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2013-08-05 | 2018-07-13 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2005-03-30 | 2013-03-01 | — |
| TIAA-CREF TRUST COMPANY, FSB | 2003-07-08 | 2005-03-29 | — |