LISA ANN COWAN is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with WELCH FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELCH FINANCIAL PLANNING, LLC | 2024-02-27 | present | Yes |
| WEALTHPLAN PARTNERS, LLC | 2020-01-30 | 2024-03-01 | — |
| WEALTHPLAN PARTNERS | 2019-07-23 | 2020-07-10 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2019-02-04 | 2019-07-10 | — |