Lizette Pagan, financial advisor Kingston NY
93 score

Lizette Pagan

CRD Number: 2004804
Current Firm: Wells Fargo Advisors Financial Network, LLC

Lizette Pagan (CRD# 2004804) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Kingston, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Kingston, NY Mar 2013 - Current 3
Morgan Stanley Smith Barney Poughkeepsie, NY Jun 2009 - Feb 2013 3
Citigroup Global Markets Inc. Poughkeepsie, NY Feb 1992 - Jun 2009 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
Contact Info for Lizette Pagan
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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