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CHRISTIAN LEE ISALY
CHRISTIAN L ISALY
CRD#: 2500984
IA
B
CAPITAL ANALYSTSCRD#: 162200 16241 N. Florida Ave.
Lutz, FL 33549
Lutz, FL 33549
LINCOLN INVESTMENTCRD#: 519 16241 N. FLORIDA AVE
LUTZ, FL 33549
LUTZ, FL 33549
0
Disclosures
30
Years of Experience
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State Registrations
B
California 1/2/2024
IA
Florida 12/6/2005
B
Florida 9/27/2005
B
Ohio 9/27/2005
SRO Registrations
B
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IA
Registered with this firm since 12/4/2015
IA
Registered with this firm since 12/6/2005
B
Registered with this firm since 9/27/2005
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 10/31/2000 - 09/26/2005 | CARPINTERIA, CA | |
B | 03/06/1997 - 12/08/2000 | PHOENIX, AZ | |
B | 09/07/1994 - 03/10/1997 | DALLAS, TX |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.