Lisa Marie Shive
Investment adviser representative at Rbg Wealth Advisors LLC
11 yearsExperience
2 statesRegistered in
$154.8MFirm assets
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
11 years in the industry.
- Rbg Wealth Advisors LLCApr 2024 to now
- Raymond James Financial Services Advisors, Inc.Apr 2023 to Jan 2024
- The Avenue MemphisApr 2023 to Jan 2024
- Fcg Investment CompanyMar 2022 to Apr 2023
- Financial Consulting Group Investment CompanyJul 2018 to Apr 2023
- Mid Atlantic Capital Corp.Jul 2018 to Jun 2020
- Nuveen Asset ManagementMar 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Rbg Wealth Advisors LLC
$154.8MAssets managed
80Clients
4Advisers
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
- 6484194
- Firm CRD
- 319486