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Lisa Jean Courter

PFS Investments Inc.

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About Lisa Jean Courter

Lisa Courter is a registered investment advisor representative with PFS Investments Inc. Lisa has been in the financial services industry since 2004. Lisa currently holds licenses for Series 63, Series 66, and Series 7. Lisa has experience working for several firms, including Fifth Third Securities, Inc., Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Scottrade, Inc., and Charles Schwab & Co., Inc. Lisa has a proven track record of success in the financial services industry.

Firm Information

Lisa Courter 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 Courter’s Registration & Firm History

OH

04/12/2012 - Present

PFS Investments Inc. (FINDLAY OH)

OH

02/02/2009 - 01/31/2011

FIFTH THIRD SECURITIES, INC. (WEST MILTON OH)

OH

11/17/2008 - 01/13/2009

MORGAN STANLEY & CO. INCORPORATED (CENTERVILLE OH)

OH

07/20/2007 - 11/24/2008

UBS FINANCIAL SERVICES INC. (CENTERVILLE OH)

OH

01/04/2006 - 06/18/2007

SCOTTRADE, INC. (DAYTON OH)

TX

10/14/2004 - 01/03/2006

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 08/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Jean Courter.
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