MEET OUR ASSOCIATES
Associate: Lisa Raye Hund, EMBA
Phone: 803.242.1288
Email: lisa_hund@cplanning.com
Website: www.cplanning.com
Address: 4201 Congress Street Ste. 295
Charlotte, North Carolina 28209
Lisa Raye Hund is a Financial Representative with Consolidated Planning, Inc., and Investment Advisor Representative with Park Avenue Securities. She began her career in the financial services industry in 1997.
Lisa Raye specializes in financial optimization, risk management and flexible plan development. In partnership with a select group of industry specialists, and many of the country’s largest financial institutions, she can provide leverage in the marketplace with access to an advanced portfolio of products and the highest in-depth level of planning. This includes coordinating investment, business, insurance, real estate, and estate portfolios with their multiple strategies into one platform.
As a student of this profession, Lisa Raye continues to build her knowledge and experience in the areas of accumulation, retirement and estate planning. She is currently holds Series 7, 63 and 65 securities registrations; Life and Health and Long Term Care licenses; a registered securities representative; and is currently working on additional professional designations through coursework through the American College. She has appointments in multiple states to conduct both investment and insurance business.
She holds a BA in Music (93), BA in Mass Communication Broadcast Management (94) and an EMBA in Business Administration (98) from Winthrop University, Rock Hill, SC.
She is the standing Advisory Council Chair for Keystone of York County, and is on the Board of Directors for The Charlotte Pride Band – assistant treasurer; both non-profit organizations.
In her spare time she also enjoys playing (trumpet) in multiple ensembles throughout the Carolinas as well as in a church orchestra, coaching little league soccer, playing racquetball, swimming, visiting hometown of Charleston, SC, and being in or around the lake/beach
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.