See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

LB

Lisa Brantley

Regional Leader at Primerica
Intro Book
Seasoned financial leader with 36 years of experience in leadership, investments, and financial services.
  • Claim this Profile
Location
Grand Blanc, Michigan, United States, US
Skills
  • Team Leadership
  • Investments
  • Customer Service
  • Financial Planning
  • Leadership
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Lisa Brantley is a seasoned financial professional with 36 years of experience in leadership, investments, and financial services. She has held various roles at Primerica, Cornerstone Education Group, and Flint & Genesee Chamber of Commerce, including Regional Leader, Accounting Manager, and Finance and Contract Specialist. She holds a Bachelor’s Degree in Business Administration and Management from Michigan State University and a Master’s Degree in Accounting from Kaplan University.

Credentials

  • Investment Adviser Representative (Series 65)
    Primerica Advisors
    Nov, 2012
    - Jun, 2026
  • Registered Representative (Series 6 & 63)
    PFS Investments
    Feb, 1991
    - Jun, 2026
  • Registered Principal (Series 26)
    PFS Investments

Experience

Education

  • 1979 - 1983
    Michigan State University
  • 2010 - 2012
    Kaplan University
  • 1979 - 1983
    Michigan State University - The Eli Broad College of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles