Lisa C Mendis
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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
10 years in the industry.
- Raymond James & Associates, Inc.Oct 2021 to now
- Lion Street AdvisorsJan 2020 to Oct 2021
- Lion Street FinancialDec 2019 to Oct 2021
- Sapers & Wallack IncDec 2019 to Oct 2021
- Financial Engines Advisors L.L.C.Nov 2018 to Dec 2019
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCJan 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5551193
- Firm CRD
- 705