Lisa Mary Cobban
Investment adviser representative at Advisors Asset Management, Inc.
15 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business
Are you Lisa Mary Cobban? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Advisors Asset Management, Inc.Feb 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 yearsIn 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
- 1782968
- Firm CRD
- 46727