Lisa Fera (CRD# 4457949) is an Investment Advisor Representative working at Primerica Advisors in Carnegie, PA and has over 21 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newlin Investment Co LLC | Sewickley, PA | Aug 2022 - Current | 1 |
| Pfs Investments Inc. | Carnegie, PA | Sep 2001 - Current | 22 |
| Primerica Financial Services | Carnegie, PA | Jul 2001 - Current | 22 |
| Rockwell Forest Products, Inc. | Pittsburgh, PA | Sep 2015 - Aug 2020 | 4 |
| Ex One | Irwin, PA | Nov 2009 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- PA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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