Pfs Investments Inc
About this Advisor
Lisa Fera is a financial advisor based in Pittsburgh, Pennsylvania, who has 21 years in the industry. Fera works at Pfs Investments Inc. Throughout their career, they have worked at Primerica Financial Services, Ex One, Pfs Investments Inc and Rockwell Forest Products, Inc. Fera maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Pfs Investments Inc is an advisory firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 1,592 locations and a total of 3,383 people on staff. It manages $7 billion in assets between its 49,061 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 34 charities and foundations. Of its 49,061 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. The company provides portfolio management for individuals and small businesses. A financial advisor's fees typically vary depending on which service is offered. Fees charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pfs Investments Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Lisa Fera Work History
Lisa has 21 years of experience.
Primerica Financial Services
Pfs Investments Inc
Rockwell Forest Products, Inc
Lisa Fera has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Primerica Advisors
North Charleston, SC
West Chester, OH
Estes Park, CO
Liberty Lake, WA
Pompano Beach, FL
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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.