Unclaimed Profile

Lisa Ellen Eccles

PLANCORP, LLC·SAINT LOUIS, Missouri

Clean recordPLANCORP, LLC

540 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141-5829CRD# 6589578Firm CRD# 106599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Ellen Eccles · SAINT LOUIS, MO

Registration

CRD #6589578 · PLANCORP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Ellen Eccles is a registered financial advisor based in SAINT LOUIS, Missouri, affiliated with PLANCORP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PLANCORP, LLC

AUM

$6.5B

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6589578

Firm CRD# 106599

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Frequently Asked Questions

What services does Lisa Ellen Eccles offer?

Lisa Ellen Eccles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS, Missouri for a consultation.

What are Lisa Ellen Eccles's credentials?

Lisa Ellen Eccles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Ellen Eccles located?

Lisa Ellen Eccles is based in SAINT LOUIS, Missouri, working with PLANCORP, LLC. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.

How does Lisa Ellen Eccles charge for services?

Lisa Ellen Eccles's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANCORP, LLC?

PLANCORP, LLC has approximately 81 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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