Lillian Cucuzza, financial advisor Land O Lakes FL

Lillian Cucuzza

CRD Number: 1500776
Current Firm: Primerica Advisors

Lillian Cucuzza (CRD# 1500776) is an Investment Advisor Representative working at Primerica Advisors in Land O Lakes, FL and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Ltci Partners Inc. Lake Forest, IL Feb 2020 - Current 4
Primerica Financial Services Land O Lakes, FL Feb 1991 - Current 33
Pfs Investments Inc. Land O Lakes, FL Apr 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Aug 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lillian T. Cucuzza
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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