Lisa Faye Leisure
Investment adviser representative at Pcg Wealth Management
27 yearsExperience
1 stateRegistered in
$931.1MFirm assets
8 yearsFirm in business
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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
27 years in the industry.
- Pcg Wealth ManagementSep 2021 to now
- Pcg Wealth Advisors (dba Limestone Wealth Management)Sep 2021 to now
- LPL Financial LLCJun 2019 to now
- UnemployedJul 2018 to May 2019
- J.J.B. Hilliard, W.L. Lyons, Inc.Apr 1999 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (KY).
Pcg Wealth Management
Legal name: Pcg Wealth Advisors, LLC
$931.1MAssets managed
1,959Clients
18Advisers
8 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
- 2010276
- Firm CRD
- 290977