Lisa Wink Listecki
Investment adviser representative at Round Table Advisors, LLC
13 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Kingswood Capital PartnersOct 2026 to now
- Round Table Advisors, LLCOct 2026 to now
- Raymond James Financial Services Advisors, IncMar 2023 to Oct 2026
- Raymond James Financial Services, Inc.Feb 2022 to Oct 2026
- Raymond James & Assoc., Inc.Jan 2013 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Round Table Advisors, LLC
$0Assets managed
0Clients
8Advisers
Under 1 yearIn 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
- 6160830
- Firm CRD
- 343859