AdvisorOS Directory
Claim Profile
LG

Lisa Marie Gabriel

PINAFORE WEALTH COUNSEL INC.·DURHAM, North Carolina
Unclaimed Profile
3622 LYCKAN PKWY, DURHAM, NC 27707CRD# 1528723Firm CRD# 170540
01

About

Lisa Marie Gabriel is a registered financial advisor based in DURHAM, North Carolina, affiliated with PINAFORE WEALTH COUNSEL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PINAFORE WEALTH COUNSEL INC.
PINAFORE WEALTH COUNSEL INC.
AUM
$129M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PINAFORE WEALTH COUNSEL INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1528723
Firm CRD# 170540
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DURHAM?

Browse all registered financial advisors in DURHAM, North Carolina or claim this profile if it's yours.

Browse DURHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lisa Marie Gabriel offer?
Lisa Marie Gabriel specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Lisa Marie Gabriel's credentials?
Lisa Marie Gabriel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Gabriel located?
Lisa Marie Gabriel is based in DURHAM, North Carolina, working with PINAFORE WEALTH COUNSEL INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Lisa Marie Gabriel charge for services?
Lisa Marie Gabriel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINAFORE WEALTH COUNSEL INC.?
PINAFORE WEALTH COUNSEL INC. has approximately 2 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DURHAM
Mark Andrew Kuhn — KUHN ADVISORS, INC.Julie Blandford Plowden — SJF MANAGEMENT LLCRobert Matthew Coppedge — ECHO HEALTH VENTURES LLCGordon Thomas Wegwart — VERITY ASSET MANAGEMENT, INC.Amy Louise Simonson — VERITY ASSET MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile