LISA RENAE CARLSON is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with ADVISORY ALPHA, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ADVISORY ALPHA, LLC | 2024-01-08 | present | Yes |
| SIMPLICITY WEALTH LLC | 2023-06-28 | 2024-01-04 | — |
| INTEGRITY ALLIANCE, LLC | 2022-10-14 | 2023-06-29 | — |