Lisa Mchenry
Lisa Mchenry is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mount Joy, PA, with 11 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
960 East Main Street, Mount Joy, PA, 17552
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa works full-time as a financial consultant for Everence, providing investment, financial planning, insurance (med-supp, fixed annuities, life insurance, long-term care insurance), and charitable planning services. She also serves as a notary public and has power of attorney for her mother, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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