Lisa
Parsons

Pfs Investments Inc

CRD#7185465
Investment Advisor
in Lansing, MI

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About this Advisor

Lisa Parsons is a financial advisor who works in Lansing, Michigan who has 3 years of industry experience. Parsons is on the advisory team at Pfs Investments Inc. During their career, the advisor has held roles at Alma Public Schools, Pfs Investments Inc, Primerica Financial Services and Soaring Eagle Casino And Resort. Parsons holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Pfs Investments Inc is an advisory business that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It handles $7 billion in total assets among its 56,552 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 56,552 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6810 S Cedar St Ste 12-A
Lansing, MI 48911

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

MI Average: $3,570,121,308
Total Number of Employees

3,449

MI Average: 58
Total Number of Accounts

56,552

MI Average: 1,608
Average Account Size

$125,337

MI Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Lisa Parsons Work History

Lisa has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Soaring Eagle Casino And Resort

2019 - Present (5 years)

Pfs Investments Inc

2003 - Present (21 years)

Primerica Financial Services

1996 - Present (28 years)

Alma Public Schools

*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 Lisa Parsons 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

Samantha Woodin
Sugar Grove, PA
Francine Hollis
Cleveland, OH
Esther White
Avondale, AZ
Walter Mcnall
Clifton Park, NY
Dina Rubakha
Hiawatha, IA
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA
Brett Sowers
Rochester, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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