Lisa
Hennesay
Principal Securities, Inc
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About this Advisor
Lisa Hennesay is a financial advisor based out of Fresno, California with a total of 9 years of industry experience. Hennesay is an employee of Principal Securities, Inc. Their career trajectory has included roles at Principal Securities Inc, Hennesay Financial & Insurance Services, Principal Life Insurance Company and Central Valley Strategic Wealth Management & Insurance Services. Hennesay has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Principal Securities, Inc is a business operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 advisors. It oversees $9 billion in total assets among its 46,075 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 34 charities and foundations. Of its 46,075 accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. Principal Securities, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely are based on the services provided. However, fee types charged by Principal Securities, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lisa Hennesay Work History
Lisa has been registered as a financial advisor for 9 years.*
Central Valley Strategic Wealth Management & Insurance Services
Principal Life Insurance Company
Principal Securities Inc
Hennesay Financial & Insurance Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Hennesay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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