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Lisa I Stratton is a financial advisor professional located in Orlando, FL. They specialize in financial advisory. With over 35 years of experience, they bring deep expertise to every client.
Lisa I Stratton - Charles Schwab & Co., Inc. holds an active professional license (FINRA CRD) for your protection.
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Lisa I Stratton is a financial advisor based in Orlando, Florida, affiliated with Charles Schwab & Co., Inc. With 35 years in the financial services industry, Stratton brings extensive experience in wealth management and investment guidance. Her FINRA CRD registration (License #1702963) reflects her standing within the regulatory framework that oversees brokers and advisors in the securities industry. Stratton works with clients seeking professional financial planning and investment advice through one of the nation's largest financial services firms.
Lisa Stratton's FINRA CRD (Central Registration Depository) license number indicates she is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for U.S. brokers and securities firms. This registration means she has passed required examinations, undergone background checks, and operates under FINRA's compliance and ethical standards. For clients, this registration signals that Stratton is authorized to provide investment advice and conduct securities transactions, and that her activities are subject to ongoing regulatory oversight and customer protection rules established by FINRA and the SEC.