Lisa
Fera

Pfs Investments Inc

CRD#4457949
Investment Advisor
in Pittsburgh, PA

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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

Series 63, Series 65

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1001 E. Entry Drive Ste 310
Pittsburgh, PA 15216-2943

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,113,872,754

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

3,383

PA Average: 58
Total Number of Accounts

49,061

PA Average: 1,608
Average Account Size

$145,001

PA Average: $2,220,225

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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.

2001 - Present (22 years)

Primerica Financial Services

2001 - Present (22 years)

Pfs Investments Inc

2015 - 2020 (5 years)

Rockwell Forest Products, Inc

2009 - 2015 (6 years)

Ex One

Disclosures

Lisa Fera has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Primerica Advisors

Dina Rubakha
Hiawatha, IA
Dawn Vardakas
North Charleston, SC
Nicholas Simmons
West Chester, OH
Odion Fross
Estes Park, CO
Emma Woolley
Liberty Lake, WA
Joseph Barton
Pompano Beach, FL
Toneya Mcginnis
Riverside, CA
Dennis Woodall
Duluth, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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