Lisa M. Carlson, CFP
Raymond James Financial Services, Inc.
Financial Planner in Bethlehem, PA
Address:453 Main St, Unit 2
Bethlehem, PA 18018
About Lisa M. Carlson
Lisa Carlson is a financial professional at Raymond James Financial Services, Inc. located in Bethlehem, Pennsylvania. Lisa Carlson holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, S65, S66 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 Carlson provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Carlson453 Main St, Unit 2
Bethlehem, PA 18018
Phone Number:
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Website:
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