LISE MARIE ROBINSON

LISE MARIE ROBINSON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with COASTAL BRIDGE ADVISORS, LLC.

Registration history (8)

FirmFromToCurrent
COASTAL BRIDGE ADVISORS, LLC2025-01-27presentYes
TRINITYPOINT WEALTH, LLC2018-06-082025-01-28
BEIRNE WEALTH CONSULTING SERVICES, LLC2014-09-152018-06-08
OPPENHEIMER & CO. INC.2011-01-192014-09-15
OSAIC FS, INC.2011-01-012011-01-19
U.S. FINANCIAL ADVISORS2010-05-102010-12-31
WELLS FARGO CLEARING SERVICES, LLC2008-01-012010-05-10
A. G. EDWARDS & SONS, INC.2002-04-192008-01-01

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