Coulter Strategic Services, based in Coral Springs, FL, offers compliance coaching and education to advisory firms, helping them strengthen and maintain their compliance programs. Led by Lisa M. Marsden IACCP, the company provides financial regulatory compliance education through various platforms, including industry conferences, webinars, and collegiate-level courses for those pursuing financial degrees.
With a background in computer programming and extensive experience in the financial advisory industry, Lisa Marsden brings a wealth of knowledge to Coulter Strategic Services. As a trusted resource, the company aims to provide accurate and up-to-date information to its clients, helping them navigate the complexities of compliance regulations in the financial sector.
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