LISA ANN NEFF is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with CERITY PARTNERS LLC, CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 2025-04-01 | present | Yes |
| CERITY PARTNERS LLC | 2025-04-01 | present | Yes |
| WEST COAST FINANCIAL, LLC | 2015-09-23 | 2025-04-04 | — |
| ALPHA TITANS LLC | 2013-08-05 | 2015-03-13 | — |
| PARTNERVEST ADVISORY SERVICES LLC | 2011-10-18 | 2012-06-11 | — |