Lisa Danielle Ward is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with PLUMB FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PLUMB FINANCIAL LLC | 2025-05-15 | present | Yes |
| CHAPPELWOOD FINANCIAL SERVICES CORP. | 2023-10-06 | 2025-05-02 | — |
| OSAIC WEALTH, INC. | 2022-01-28 | 2023-10-05 | — |