Lisa Hanson, financial advisor Glenside PA
83 score

Lisa Hanson

CRD Number: 5491370
Current Firm: Allstate Financial Advisors, LLC

Lisa Hanson (CRD# 5491370) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Glenside, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Philadlphia, PA Aug 2014 - Current 2
Metlife Securities Philadelphia, PA Dec 2011 - Aug 2014 2
Equity Services, Inc. Montpelier, VT Feb 2010 - Dec 2011 1
National Life Group Montpelier, VT Jan 2010 - Dec 2011 1
Key Advisors Media, PA Jan 2010 - Dec 2011 1
Financial Network Investment Corporation El Segundo, CA Jun 2008 - Jan 2010 1
Principal Life Insurance Co King Of Prussia, PA Feb 2008 - May 2008 < 1
Princor Financial Services Corp King Of Prussia, PA Feb 2008 - May 2008 < 1
Self Employed Philadelphia, PA Nov 2003 - Feb 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Sep 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lisa Hanson
Phone Number: 847-402-5296
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
83

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