Invested Better
Unclaimed

Unclaimed

Unclaimed

Eben David Lacasse

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eben? Claim Your Profile

About Eben David Lacasse

Eben David Lacasse is an investment advisor representative at PFS Investments Inc. in Mayaguez, Puerto Rico. Eben has been in the industry since 2008 and has experience in investment company products and variable contracts. Eben holds Series 6, Series 26, and SIE licenses. Eben's previous employment was with PFS Investments Inc. in Mayaguez, Puerto Rico.

Firm Information

Eben Lacasse is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eben Lacasse’s Registration & Firm History

PR

07/26/2019 - Present

PFS Investments Inc. (MAYAGUEZ PR)

PR

07/07/2015 - 08/08/2017

PFS INVESTMENTS INC. (MAYAGUEZ PR)

PR

02/01/2013 - 05/19/2015

PFS INVESTMENTS INC. (MAYAGUEZ PR)

PR

05/20/2008 - 02/08/2011

PFS INVESTMENTS INC. (MAYAGUEZ PR)

Not sure if Eben David Lacasse is right for you?

Licenses & Designations

BC

Issued 12/09/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eben David Lacasse.
Not sure if Eben David Lacasse is right for you?