Lisa Marie Adams

Overview

Lisa Marie Adams is an insurance agent, a registered representative and an investment adviser representative based in Pocatello, ID, with 10 years in the industry.

Years in the industry

10

States licensed

8

States registered

17

Carrier appointments

17

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Licensed in 8 states
• Registered in 17 states

• Agent
• Producer
• Series 66
• Series 7
• SIE

2 lines of authority, with every state and its dates

Firms

• American Independent Securities Group, LLCCurrent firm
• Rockwood Stone Wealth MgmtCurrent firm

Employment history since 2016

Carriers

17 active carrier appointments

Book and practice

Firm assets under management on file