Unclaimed
Lisa Denningham is a financial advisor with over 25 years of experience in the financial services industry. Lisa is currently registered with LPL Financial LLC and has been with the firm since 2015. Prior to that, Lisa was with Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation for a combined 16 years. Lisa specializes in providing a range of financial services to individuals, families, businesses, and institutions. Lisa holds licenses for securities and investments in 53 states, the District of Columbia, and Puerto Rico. Lisa's expertise includes financial planning, portfolio management, and investment consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
04/25/2018 - Present
LPL Financial LLC (CONCORD NH)
IN
01/04/2007 - 03/16/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NH
08/13/1996 - 03/16/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
10/14/2004 - 07/26/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
BC
Issued 09/20/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2004
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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