Oxbow Advisors
47yrs
Top advisor by experience in Austin
New
Theodore Lisa
Financial advisor at 49 Financial
Theodore Lisa is a fiduciary financial advisor in Austin, Texas, registered since Jun 2026. Theodore joined 49 Financial in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office3711 S Mopac Expressway Suite 150, Austin, TX 78746
Firm49 Financial
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$344,115
Advisors at the firm144
States licensed ?1 state
Services through 49 Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – now49 FinancialCurrent firm
Contact Theodore
(214) 563-119049 Financial main office 3711 S Mopac Expressway Suite 150Austin, TX 78746Office · Get directions Facebook page49 Financial
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Questions to ask Theodore
Tailored to Theodore’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Theodore
How do I contact Theodore?
Call 49 Financial at (214) 563-1190 and ask for Theodore Lisa. Theodore works from the Austin, TX office.
How long has Theodore been a financial advisor?
Theodore is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Theodore hold?
Series 65. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
49 Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Theodore for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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