Lanette
Carey
Pfs Investments Inc
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About this Advisor
Lanette Carey is a financial advisor who works in San Jose, California with 12 years of industry experience. Carey works at Pfs Investments Inc. Over the course of their career, they have held roles at Primerica Financial Services and Pfs Investments Inc. Carey holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Pfs Investments Inc is a registered investment business that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in assets under management between its 56,552 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which services are offered. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Lanette Carey Work History
Lanette has been registered as a financial advisor for 12 years.*
Primerica Financial Services
Pfs Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lanette Carey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Orlando, FL
York, PA
Houston, TX
Orlando, FL
Rochester, MI
Duluth, GA
Sugar Grove, PA
Cleveland, OH
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
