Lisa Hlinka, financial advisor Youngstown OH

Lisa Hlinka

CRD Number: 5716047
Current Firm: Primerica Advisors

Lisa Hlinka (CRD# 5716047) is an Investment Advisor Representative working at Primerica Advisors in Youngstown, OH and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Heinen's Cleveland, OH Oct 2012 - Current 11
United States Controls, Inc. Youngstown, OH Oct 2011 - Current 12
Pfs Investments Inc. Youngstown, OH Oct 2009 - Current 14
Primerica Financial Services Youngstown, OH Aug 2009 - Current 14
Body Shop Total Fitness Hudson, OH Feb 2006 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Lisa Hlinka
Phone Number: 833-786-0550
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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