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Detailed Report
LISA L. HANLINE
LISA L BECK, LISA LYNN BECK, LISA BECK CLIFFORD, LISA LYNN CLIFFORD, LISA LYNN MARTIN
CRD#: 1893911
IA
Investment Adviser
B
Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 11016 RUSHMORE DRIVE
SUITE 190
CHARLOTTE, NC 28277
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 11016 RUSHMORE DRIVE
SUITE 190
CHARLOTTE, NC 28277
Registration History
1995200020052010201520202025IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2009 - Present (16 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)1998 - Present (26 years)BINVEST FINANCIAL CORPORATION (CRD# 12984)1992 - 1998 (6 years)BINVEST FINANCIAL CORPORATION (CRD# 12984)1991 - 1992 (1 year)IARAYMOND JAMES FINANCIAL SERVICES (CRD# 6694)2001 - 2009 (7 years)
License(s)

State Registrations

B
Alabama 2/28/2025
B
New Jersey 9/14/2016
B
Arizona 9/8/2015
B
New York 1/5/1999
B
California 2/18/2000
B
North Carolina 12/16/1998
B
Florida 1/8/1999
IA
North Carolina 1/2/2009
B
Georgia 1/5/1999
B
Ohio 11/27/2018
B
Illinois 1/11/1999
B
Pennsylvania 2/18/2000
B
Indiana 4/23/2024
B
South Carolina 12/16/1998
B
Nevada 1/26/2024
B
Washington 9/11/2007

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
11016 RUSHMORE DRIVE SUITE 190, CHARLOTTE, NC 28277
Registered with this firm since 1/2/2009
B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
11016 RUSHMORE DRIVE SUITE 190, CHARLOTTE, NC 28277
Registered with this firm since 12/16/1998
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 12/31/2001 - 01/02/2009 RAYMOND JAMES FINANCIAL SERVICES (CRD#:6694) ST. PETERSBURG, FL
B
 12/05/1992 - 12/18/1998 INVEST FINANCIAL CORPORATION (CRD#:12984) APPLETON, WI
B
 04/16/1991 - 07/16/1992 INVEST FINANCIAL CORPORATION (CRD#:12984) APPLETON, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.