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Lisa Antoinette Rausch

PFS Investments Inc.

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About Lisa Antoinette Rausch

Lisa Antoinette Rausch is a financial professional with over 17 years of experience in the financial services industry. Lisa currently works with PFS Investments Inc. as an Investment Company Products/Variable Contracts Representative. Lisa is registered in 31 states and holds Series 6, 63, and 26 licenses. Prior to joining PFS Investments Inc., Lisa worked in Denver, CO from 2005 to 2012. Lisa is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Lisa Rausch 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.

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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.

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percentage of assets

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

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Lisa Rausch’s Registration & Firm History

CO

07/22/2013 - Present

PFS Investments Inc. (AURORA CO)

CO

05/18/2005 - 08/31/2012

PFS INVESTMENTS INC. (DENVER CO)

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Licenses & Designations

BC

Issued 10/31/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Antoinette Rausch.
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