LH
Lisa Hergenroeder
from Hergenroeder Financial Advisors, Inc.
Lisa Hergenroeder is a financial advisor based in Maryland, Timonium,
with 31 years of experience. Lisa currently works for
Hergenroeder Financial Advisors, Inc..
Lisa maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lisa Hergenroeder works at Hergenroeder Financial Advisors, Inc.
Hergenroeder Financial Advisors, Inc. is a financial advisory firm based in Timonium, Maryland. It currently has approximately $226,570,325 of assets under management and employs about 7 people. Hergenroeder Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1954 Greenspring Drive, Suite 230, Timonium, Maryland, 21093
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