Lisa More
Investment adviser representative at Steadtrust
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$618.1MFirm assets
Are you Lisa More? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Steadtrust, LLCApr 2025 to now
- B. Riley Wealth Advisors, IncJul 2022 to Apr 2025
- National Financial Asset ManagementJan 2022 to Jun 2022
- UnemployedApr 2021 to Dec 2021
- Wells FargoJan 2010 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Steadtrust
Legal name: Steadtrust LLC
$618.1MAssets managed
654Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1633650
- Firm CRD
- 334416