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Lisa Dickerson

LPL Registered Sales Assistant

(972) 348-2033 Office

(972) 348-2516 Fax

lisa.dickerson@lpl.com Email

 

With over 25 years in the financial industry, Lisa’s experiences include Operations, Trading and Client Customer Service; the latter of which is truly her passion. Lisa makes a point to treat all of her clients like family, and she graciously goes above and beyond when handling client requests. Solving problems in a quick and efficient manner is the part of her job that Lisa
takes the most pride in and she loves interacting with clients on a daily basis. Lisa has been with Texans Financial since 2013 and is a Registered Assistant to Danny McFadden. Lisa has earned her Series 63 and 7, held with LPL Financial, as well as her General Life and Health insurance licenses.


Outside of business, Lisa enjoys gardening, cooking, and volunteering with the Special Needs Ministry at her local church. Lisa currently lives in Coppell, TX with Kim, her loving husband of 29 years and believes raising their three lovely daughters is her greatest accomplishment.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Texans Credit Union and Texans Financial are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Texans Financial, and may also be employees of Texans Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Texans Credit Union or Texans Financial.

 

Securities and insurance offered through LPL or its affiliates are:

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This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AL, AZ, AR, CA, CO, FL, GA, HI, IA, IL, KS, KY, LA,  MS, NH, NM, MO, NC, CJ, NY, OH, OK, TX, VA, WA, WY. Please note that not all of the investments and services mentioned are available in every state.

Texans Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

LPL Financial Form CRS

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