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Lisa L. Dale, CFP

Waddell & Reed

Financial Planner in Portsmouth, NH

Address:
18 Congress St, Ste 210
Portsmouth, NH 03801
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About Lisa L. Dale

Lisa Dale is a financial professional at Waddell & Reed located in Portsmouth, New Hampshire. Lisa Dale holds an industry securities registration subject to FINRA oversight having passed securities examinations including S22, S24, S6, S62, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Lisa Dale provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Lisa Dale
18 Congress St, Ste 210
Portsmouth, NH 03801

Phone Number: Click to Show
Website:

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