Lisa McHugh, financial advisor Horsham PA

Lisa McHugh

CRD Number: 1230580
Current Firm: Lincoln Investment

Lisa McHugh (CRD# 1230580) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning, Inc. Jenkintown, PA Jan 1997 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Lisa A. McHugh
Phone Number: 215-887-8111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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