Lisa Guthrie has been an investment adviser representative at Latitude Advisors since January 2010, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Lisa Guthrie’s longest registration is the current one, 16 years at Latitude Advisors since 2010. Before joining Latitude Advisors in 2010, Lisa Guthrie was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsMansfield, PA · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 1 yearMansfield, PA · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
Lisa Guthrie is registered as an investment adviser representative in Pennsylvania, since January 2010.
- PennsylvaniaSince 6 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 September 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lisa Marie Guthrie
- CRD
- 3275894
- Firm
- Latitude Advisors · CRD 151001
- Office
- 2204 SOUTH MAIN ST, Mansfield, PA 16933
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Lisa Guthrie work?
Lisa Guthrie is an investment adviser representative registered through Latitude Advisors, LLC since January 2010, and is not listed among the firm’s executive officers or direct owners.
Is Lisa Guthrie a financial advisor?
Yes. Lisa Guthrie has a current investment-adviser registration in Pennsylvania, through Latitude Advisors since January 2010.
How many years of experience does Lisa Guthrie have?
Lisa Guthrie has 27 years in the financial industry, since October 1999, across 2 adviser firms.
What exams has Lisa Guthrie passed?
Lisa Guthrie has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in September 1999. FINRA credited Lisa Guthrie with the SIE, which began in October 2018.
Where did Lisa Guthrie work before Latitude Advisors?
Before Latitude Advisors, Lisa Guthrie was registered through Medallion Advisory Services, LLC, June 2008 to December 2009.
Where is Lisa Guthrie based?
Lisa Guthrie’s registered office is in Mansfield, PA.
Is Lisa Guthrie registered with FINRA?
No. Lisa Guthrie has no current broker registration.
How can I verify Lisa Guthrie’s record?
Search CRD 3275894 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Guthrie’s full registration record.