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Lisa Marie Vacante

PFS INVESTMENTS INC.·DULUTH, Georgia
Unclaimed Profile
1 PRIMERICA PARKWAY, DULUTH, GA 30099-0001CRD# 4856985Firm CRD# 10111
01

About

Lisa Marie Vacante is a registered financial advisor based in DULUTH, Georgia, affiliated with PFS INVESTMENTS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PFS INVESTMENTS INC.
PRIMERICA ADVISORS
AUM
$8.5B
Regulatory assets under management
Employees
3590
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4856985
Firm CRD# 10111
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Marie Vacante offer?
Lisa Marie Vacante specializes in Investment Management, Fee-Only Advisory. Contact their office in DULUTH, Georgia for a consultation.
What are Lisa Marie Vacante's credentials?
Lisa Marie Vacante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Vacante located?
Lisa Marie Vacante is based in DULUTH, Georgia, working with PFS INVESTMENTS INC.. Their office serves clients in the DULUTH metropolitan area and surrounding communities.
How does Lisa Marie Vacante charge for services?
Lisa Marie Vacante's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PFS INVESTMENTS INC.?
PFS INVESTMENTS INC. has approximately 3590 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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