Lisa Free
Advisor at Invista Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Invista Advisors
Location
Montgomery, AL 36117
Credentials
Series 66
Industry experience
16 years
About
Lisa Free is a financial advisor with Invista Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked at Invista Advisors since 2021 and has previous experience with McDonald Financial Services and LPL Financial. Outside of advisory work, she is an active writing agent with Advanced Risk Management Concepts, LLC. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580 million in assets and employs a customized, open-architecture approach, offering both discretionary and non-discretionary services.
Client services
Based on Invista Advisors
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Invista Advisors
General retirement planning
Business ownership considerations
Equity Recipients (RS/RSU, SOP, ESPP)
Fee options
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 1.75% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00%
Commissions charged by LPL Financial for brokerage accounts and insurance commissions from insurance products
Hourly consulting fees generally range from $200 to $400 per hour, may exceed $400
Account minimum: $15,000 Fee-only: Financial Planning: $500 to $5,000 fixed fee; Hourly Consulting: $200 to $400 per hour
Location
350 Leavell Circle
Montgomery, AL 36117
Most active in
Lisa F has reported serving >5 clients in these states in the last 12 months.
Alabama
Work history
Invista Advisors
2021 - Present (5 years)
McDonald Financial Services, LLC (DBA: Invista Advisors)
2020 - 2020 (1 year)
McDonald Financial Services LLC(FKA:McDonald&Hagen Wealth Mgmt.)
2016 - 2021 (5 years)
LPL Financial
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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