Lisa Hennesay, financial advisor Fresno CA
93 score

Lisa Hennesay

CRD Number: 1931500
Current Firm: Principal Securities, Inc.

Lisa Hennesay (CRD# 1931500) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Fresno, CA Feb 2014 - Current 2
Hennesay Financial & Insurance Services Fresno, CA Dec 2011 - Current 5
Princor Financial Services Corporation Fresno, CA May 2008 - Current 8
Lance E Hennesay, Mba, Jd Fresno, CA Mar 2007 - Sep 2011 4
Financial Network El Segundo, CA Jan 2008 - Feb 2008 < 1
Princor Financial Services Corporation Fresno, CA Mar 1996 - Sep 2007 11
Principal Life Ins Co Fresno, CA Feb 1996 - Sep 2007 11
Chargin, Iturbe & Chin, Inc. Fresno, CA May 1988 - Sep 2007 19
Pigott & Associates Clovis, CA Oct 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Lisa A. Hennesay
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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