Lisa
Mchugh

Lincoln Investment

CRD#1230580
Investment Advisor
in Horsham, PA

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About this Advisor

Lisa Mchugh is a financial advisor based in Horsham, Pennsylvania who has 12 years of industry experience. Mchugh is currently employed by Lincoln Investment. They have spent their whole career at Lincoln Investment. Mchugh maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Lincoln Investment is a registered investment business that has its headquarters in Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 advisors. It controls $15 billion in assets under management among its 200,217 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 200,217 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lincoln Investment offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules are based on which services are provided. Fee types charged by Lincoln Investment most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5 Walnut Grove Drive Suite 240
Horsham, PA 19044

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

PA Average: $15,833,994,310
Total Number of Employees

1,294

PA Average: 41
Total Number of Accounts

200,217

PA Average: 3,342
Average Account Size

$76,696

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Lisa Mchugh Work History

Lisa has been registered as a financial advisor for 12 years.*

1997 - Present (27 years)

Lincoln Investment Planning, Inc

*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 Mchugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Donald Jereb
Independence, OH
Michael Croker
North Palm Beach, FL
Clayton Thompson
Jacksonville, FL
Jose Madrigal
Lombard, IL
Lisagrace Alsbury
Renton, WA
Terri Trotta
Fairport, NY
Gabriel Macias
Stevensville, MI
Troy Prenger
Maria Stein, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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