top of page
Abstract Cubes Structure

Navigating Compliance with Coulter Strategic Services

Subscribe today to get useful compliance tools, articles, and other resources.

Join the subcriber list today.

Thanks for submitting!



Coulter Strategic Services
and Lisa M. Marsden IACCP@

Coulter Strategic Services - named for Lisa’s eternal mentor, her Mom - provides compliance coaching and education to advisory firms to help them strengthen and maintain their compliance programs. Before starting Coulter Strategic Services,  Lisa was a partner and member of the C-Suite at Financial Advisory Firms in Florida. Lisa holds a degree in computer programming from Keiser University and the Investment Advisor Certified Compliance Professional Designation and is a CFA Investment Foundations Certificate Holder. She proudly served as the 2017 President of the Financial Planners Association of South Florida and was a Board member for several years. She is currently a member of the FPA of South Florida, the CFA Society of South Florida, the Florida Securities Dealer Association, and the National Society of Compliance Professionals. Coulter Strategic Services also provides financial regulatory compliance education to advisory firms, industry conferences, webinars, and at the collegiate level for those seeking financial degrees.

Students Typing at Their Computers

Educational Materials and Templates

Learn About
The Services

bottom of page