Lisa Anne Mchugh

Current Employers

Employment History

• 01/1997 → Present
  Lincoln Investment Planning, Inc.
  Jenkintown, PA

Other Businesses

347 E. 24TH ST UNIT D POSITION: CO-OWNER WITH SPOUSE ON SHORE PROPERTY. NATURE: RENTAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 347 E. 24TH ST, UNIT D, NORTH WILDWOOD NJ 08260 DESCRIPTION: WE PURCHAED THIS PROPERTY IN 2003. THIS IS OUR FAMILY VACATION HOME, BUT OCCASIONALLY WE WILL RENT OUT. MARK E INSERRA POSITION: SALES ASSISTANT TO MARK INSERRA NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 34 SECURITIES TRADING HOURS: 34 START DATE: 07/01/2008 ADDRESS: 261 Old York Road, Suite 924, Jenkintown PA 19046, United States DESCRIPTION: SALES ASSISTANT DUTIES TO BROKER.BUY/SELL STOCK, MUTUAL FUNDSCUSTOMER SERVICEPREPARING,SUBMITTING,REVIEWING PAPERWORK (through Lincoln).  347 E. 24TH ST UNIT C POSITION: CO-OWER WITH SPOUSE ON SHORE RENTAL PROPERTY NATURE: RENTAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015 ADDRESS: 347 E. 24TH ST., UNIT C, North Wildwood NJ 08260, United States DESCRIPTION: PURCHASED AND RENT OUT PROPERTY 347 E. 24TH ST CONDO ASSOCIATION POSITION: Treasurer and Board Member NATURE: Condo Association INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2015 ADDRESS: 347 E. 24th Street, North Wildwood NJ 08260, United States DESCRIPTION: Collect condo fees and pay bills 307 E. 19TH STREET POSITION: CO-OWNER WITH SPOUSE ON SHORE PROPERTY NATURE: RENTAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2015 ADDRESS: 307 E. 19TH STREET, NORTH WILDWOOD NJ 08260, United States DESCRIPTION: PURCHASED AND RENTING OUT PROPERTY AT THIS TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-08
• S63 Uniform Securities Agent State Law Examination
  1987-05-15

Other Names

• Lisa Anne Mancuso
• Lisa A Mchugh