Lisa Ergut

Senior Client Service Associate

Heffernan Financial Services

Phone:

415-808-1316

Lisa oversees all areas of service and management in the Life and Retirement Division for Heffernan Financial Services. She has been instrumental in instituting the internal processes for retirement plan management. Having worked in the industry since 1988, Lisa has developed an overall brokerage firm experience. She joined Heffernan Group in 1991.

The financial advisors of Heffernan Financial Services are Registered Representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice and financial planning may also be offered through Heffernan Investment Advisors, a Registered Investment Advisor and separate entity from Heffernan Financial Services and LPL Financial.

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, ME, NV, NY, OR, OK, TX, WA.

Lisa Ergut

Company