Lisa Leisure has been an investment adviser representative at PCG Wealth Advisors since September 2021, and is not listed among the firm’s executive officers or direct owners.
PCG Wealth Advisors, LLC is an Overland Park, KS firm with $931M under management, 1,959 clients and 24 advisers across 7 offices, as of its June 2026 filing.
Lisa Leisure’s longest registration was 14 years at J.J.B. Hilliard, W.L. Lyons, LLC (2004–2018). Before joining PCG Wealth Advisors in 2021, Lisa Leisure was registered through LPL Financial LLC and J.J.B. Hilliard, W.L. Lyons, LLC.
- PCG Wealth ManagementCurrent– present · 5 yearsLouisville, KY · Adviser representative · Firm CRD 290977
- LPL Financial LLC– · 2 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- J.J.B. Hilliard, W.L. Lyons, LLC– · 14 yearsLouisville, KY · Adviser representative · Firm CRD 453
Investment adviser representative registrations
Lisa Leisure is registered as an investment adviser representative in Kentucky, since September 2021.
- KentuckySince 22 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 72 | Government Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 1990 |
| Series 7 | General Securities Representative Examination | 16 December 1989 |
- Name
- Government Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lisa Faye Leisure
- CRD
- 2010276
- Firm
- PCG Wealth Advisors · CRD 290977
- Office
- 3832 Taylorsville Road Suite 1, Louisville, KY 40220
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Lisa Leisure work?
Lisa Leisure is an investment adviser representative registered through PCG Wealth Advisors, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Lisa Leisure a financial advisor?
Yes. Lisa Leisure has a current investment-adviser registration in Kentucky, through PCG Wealth Advisors since September 2021.
How many years of experience does Lisa Leisure have?
Lisa Leisure has 35 years in the financial industry, since May 1991, across 3 adviser firms.
What exams has Lisa Leisure passed?
Lisa Leisure has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 72. The earliest, the Series 7, was passed in December 1989. FINRA credited Lisa Leisure with the SIE, which began in October 2018.
Where did Lisa Leisure work before PCG Wealth Advisors?
Before PCG Wealth Advisors, Lisa Leisure was registered through J.J.B. Hilliard, W.L. Lyons, LLC, January 2004 to July 2018.
Where is Lisa Leisure based?
Lisa Leisure’s registered office is in Louisville, KY.
Is Lisa Leisure registered with FINRA?
Yes. Lisa Leisure has a current broker registration, under CRD 2010276.
Source: FINRA BrokerCheck
How can I verify Lisa Leisure’s record?
Search CRD 2010276 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lisa Leisure’s full registration record.
