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Lisa Romaine Blackston

PFS Investments Inc.

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About Lisa Romaine Blackston

Lisa Romaine Blackston is a financial professional with over 20 years of experience in the industry. Lisa is registered with PFS Investments Inc. and has worked for them since 2018, previously holding a position with the firm from 2018 to 2022. Prior to that, Lisa was registered with Wachovia Securities, Inc. from 2000 to 2003 and First Union Brokerage Services, Inc. from 1999 to 2000. Lisa holds Series 6, Series 26 and Series 63 licenses. Lisa's professional background suggests that she has a comprehensive understanding of the financial services industry and a strong commitment to helping clients achieve their financial goals.

Firm Information

Lisa Blackston 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 Blackston’s Registration & Firm History

GA

01/24/2023 - Present

PFS Investments Inc. (DULUTH GA)

GA

09/28/2018 - 01/18/2022

PFS INVESTMENTS INC. (DULUTH GA)

MO

10/01/2000 - 01/27/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

03/16/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 03/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2018

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 Romaine Blackston.
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