LISA MARIE MORGAN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with AMARA FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMARA FINANCIAL, LLC | 2026-05-28 | present | Yes |
| ROBERT W. BAIRD & CO. INCORPORATED | 2025-01-07 | 2026-05-05 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2024-01-10 | 2025-01-23 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2016-12-02 | 2022-08-08 | — |
| NEWDAY SOLUTIONS, LLC | 2016-01-09 | 2016-11-25 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2014-11-12 | 2016-01-20 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2011-01-25 | 2013-01-30 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2004-11-24 | 2011-01-24 | — |