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Lisa Elizabeth Sturtevant

PFS Investments Inc.

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About Lisa Elizabeth Sturtevant

Lisa Sturtevant is a financial professional with over 20 years of experience in the financial services industry. Lisa is currently registered with PFS Investments Inc. and holds Series 6, 63, and 6TO licenses, as well as the SIE designation. Lisa is focused on helping individuals with portfolio management. Previously, Lisa was registered with MetLife Securities Inc., Metropolitan Life Insurance Company, Newbridge Securities Corporation, and H.D. Vest Investment Services.

Firm Information

Lisa Sturtevant 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 Sturtevant’s Registration & Firm History

AR

01/05/2021 - Present

PFS Investments Inc. (RUSSELLVILLE AR)

MA

08/18/2005 - 01/19/2006

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/18/2005 - 01/19/2006

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

FL

12/19/2003 - 06/18/2004

NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)

TX

07/08/2003 - 01/21/2004

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 01/12/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/31/2020

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2003

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 Elizabeth Sturtevant.
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