Lisa Marie Lacross-courtney
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Edelman Financial EnginesOct 2019 to now
- Financial Engines Advisors L.L.CSep 2019 to now
- Bank of America, N.A.Nov 2014 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 4693769
- Firm CRD
- 104510