Lisa D. Hensley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lisa Dianne Hensley, who also goes by Lisa Lenchner, Lisa Dianne Selzer, Lisa Selzer, was a registered financial professional .
Lisa is a previously registered financial professional and started their career in finance in 1986. Lisa had worked at 11 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 5, 2009 - December 31, 2020
MERCER GLOBAL ADVISORS INC.
July 9, 2002 - October 30, 2007
MERCER ADVISORS
September 6, 2001 - December 21, 2001
QUICK & REILLY, INC.
April 1, 1996 - January 31, 2000
U.S. BANCORP ADVISORS, LLC
April 26, 1994 - April 1, 1996
BANCAL INVESTMENT SERVICES, INC.
October 22, 1992 - September 24, 1993
MARKETING ONE SECURITIES, INC.
November 23, 1990 - September 17, 1991
MONY SECURITIES CORPORATION
December 12, 1989 - July 10, 1990
MONY SECURITIES CORPORATION
May 16, 1988 - December 15, 1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC.
April 11, 1988 - April 19, 1988
LEHMAN BROTHERS INC.
March 30, 1988 - May 18, 1988
CAPITAL BROKERAGE CORPORATION
June 24, 1986 - April 11, 1988
E. F. HUTTON & COMPANY INC
Primary Firm SEC Registration
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 99,044 |
| AUM (Assets Under Management) | $ 60,256,270,580 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/29/2025 | ||
| 07/31/2024 | ||
| 09/28/2023 | ||
| 12/07/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
