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Featured Business Financial Advisor in Syracuse, NY
Syracuse Financial Advisors
AXA Advisors, LLC
120 Madison Street, Suite 1900
Syracuse, NY 13202
(315) 425-6343
Advisor Profile
Lisa D. Miller, CFP, CDFA, RICP
Name:  Lisa D. Miller, CFP, CDFA, RICP
Phone Number:  (315) 425-6343
Website:  Visit Website

About AXA Advisors, LLC

Financial services isn't just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It's educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the 'at retirement' needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
CRD#:    0004612774
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    11
States Willing to do Business in:    Not Provided
Firm CRD#:    6627
Name of Broker/Dealer:    LPL
Gender:    Female
 

Services

Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability
Securities Licenses:    Series 66, Series 24, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER, CFP®, CDFA®
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Compensation Methods:    Commissions, Based on Assets, Flat Fee
Fee Structure:    Fee-Based
 
 
 

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