Lisa Marie Free
Investment adviser representative at Invista Advisors
17 yearsExperience
1 stateRegistered in
$443.5MFirm assets
10 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
17 years in the industry.
- Waverly Advisors, LLCJul 2026 to now
- Invista AdvisorsJul 2016 to now
- Mcdonald Financial Services, LLC (dba: Invista Advisors)Apr 2020 to Oct 2020
- Mcdonald Financial Services LLC(fka:mcdonald&hagen Wealth Mgmt.)Jul 2016 to Jun 2021
- LPL Financial LLCNov 2009 to Jul 2026
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (AL).
Invista Advisors
Legal name: Mcdonald Financial Services, LLC
$443.5MAssets managed
721Clients
8Advisers
10 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
- 5724349
- Firm CRD
- 282899