Lisa Mchenry
Lisa Mchenry is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mechanicsburg, PA, with 10 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Kacey Court, Suite 201, Mechanicsburg, PA, 17055-9224
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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 Registrations12 states
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