Lisa
Hunter
Principal Securities, Inc
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About this Advisor
Lisa Hunter is a financial advisor based in Chattanooga, Tennessee, working with Principal Securities, Inc. Lisa has previously held positions at Independent Life Insurance / Annuity Agent, Amour Vert, Sci - Tn Funeral Services LLC, Principal Life Insurance Company, Principal Securities, Inc, Leisure Golf, LLC, Vf Outdoor, Winegamie Golf Course, and Shieldmaiden Financial. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Lisa is part of Principal Securities, Inc, which operates out of Chattanooga, Tennessee. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
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 Hunter Work History
Shieldmaiden Financial
Principal Life Insurance Company
Principal Securities, Inc
Independent Life Insurance / Annuity Agent
Amour Vert
Sci - Tn Funeral Services LLC
Leisure Golf, LLC
Winegamie Golf Course
Vf Outdoor
Disclosures
Please visit the SEC profile of Lisa Hunter 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 Principal Securities, Inc
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San Diego, CA
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