Lisa Hennesay (CRD# 1931500) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 29 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Central Valley Strategic Wealth Management & Insurance Services | Fresno, CA | Nov 2017 - Current | 6 |
| Principal Life Insurance Company | Fresno, CA | Feb 2014 - Current | 10 |
| Principal Securities Inc. | Fresno, CA | May 2008 - Current | 15 |
| Hennesay Financial & Insurance Services | Fresno, CA | Dec 2011 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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