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 out of Pittsburgh, Pennsylvania who has 2 years of industry experience. Fera is on the advisory team at Pfs Investments Inc. Over the course of their career, Fera has held roles at Primerica Financial Services, Ex One, Pfs Investments Inc, Rockwell Forest Products, Inc and Newlin Investment Co LLC. Fera maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Pfs Investments Inc is a registered investment business based in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It handles $7 billion in total assets between its 56,552 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which service is provided. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

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

$7,088,085,794

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

3,449

PA Average: 58
Total Number of Accounts

56,552

PA Average: 1,608
Average Account Size

$125,337

PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Lisa Fera Work History

Lisa has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Newlin Investment Co LLC

2001 - Present (23 years)

Primerica Financial Services

2001 - Present (23 years)

Pfs Investments Inc

2015 - 2020 (5 years)

Rockwell Forest Products, Inc

2009 - 2015 (6 years)

Ex One

*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 Fera 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

Angela Stafford
Southfield, MI
Gregory Mays
Baton Rouge, LA
Leeza Snyderman
Duluth, GA
Alexander Hung Van
Pomona, CA
Michael Christian
Cranbury, NJ
Alvin Hirata
Aiea, HI
Robert Mciver
Suwanee, GA
Christopher Tiano
Albuquerque, NM

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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