LISANNE PENELL BEARD is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2023-01-03 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2020-06-05 | 2021-07-12 | — |
| FACET WEALTH, INC | 2020-01-13 | 2020-05-01 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2016-08-16 | 2020-01-13 | — |
| CHARLES SCHWAB & CO., INC. | 2016-08-16 | 2018-08-07 | — |
| UBS FINANCIAL SERVICES INC. | 2008-11-18 | 2009-11-06 | — |
| LPL FINANCIAL LLC | 2008-07-17 | 2008-11-14 | — |
| UBS FINANCIAL SERVICES INC. | 2005-07-28 | 2008-06-26 | — |