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LISA ANNE MCHUGH
LISA ANNE MANCUSO, LISA A MCHUGH
CRD#: 1230580
IA
B
LINCOLN INVESTMENTCRD#: 519 261 Old York Road
Sute 924
JENKINTOWN, PA 19046
Sute 924
JENKINTOWN, PA 19046
0
Disclosures
36
Years of Experience
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State Registrations
B
New Jersey 3/22/2004
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Pennsylvania 4/7/2011
B
Pennsylvania 2/1/1997
SRO Registrations
B
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IA
Registered with this firm since 4/7/2011
B
Registered with this firm since 2/1/1997
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 12/07/1987 - 03/16/1995 | BOSTON, MA | |
B | 04/21/1987 - 05/05/1988 |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.