Lisamarie Lozon, financial advisor Palm Beach Gardens FL

Lisamarie Lozon

CRD Number: 2915086
Current Firm: Pinafore Wealth Counsel Inc.

Lisamarie Lozon (CRD# 2915086) is an Investment Advisor Representative working at Pinafore Wealth Counsel Inc. in Palm Beach Gardens, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Pinafore Wealth Counsel, Inc. Chapel Hill, NC Jun 2014 - Current 9
Lisamarie Enterprises Llc Fka Compassionate Advisor, LLC Chapel Hill, NC Jun 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Lisamarie Lozon
Phone Number: 919-213-0458
Registered State(s):
  • FL
  • LA
  • MO
  • NC
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $426,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, MO, NC

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