Felicity Di Pisa, financial advisor San Diego CA
88 score

Felicity Di Pisa

CRD Number: 6297883
Current Firm: Prudential Financial Planning Services

Felicity Di Pisa (CRD# 6297883) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
California Health Benefit Exchange San Diego, CA Dec 2014 - Current 2
Dickerson Group Los Angeles, CA Nov 2014 - Current 2
Prudential Insurance Company Of America San Diego, CA Aug 2014 - Current 2
Pruco Securities, LLC San Diego, CA Aug 2014 - Current 2
Mml Investors Services LLC La Jolla, CA Apr 2014 - Aug 2014 < 1
Massmutual Life Insurance Company La Jolla, CA Sep 2013 - Aug 2014 < 1
Unemployed San Diego, CA Dec 2012 - Sep 2013 < 1
Fitch Ratings London, May 2010 - Dec 2012 2
Alpari Uk Ltd London, May 2009 - Feb 2010 < 1
Unemployed London, Feb 2009 - May 2009 < 1
Intl Fc Stone Inc. London, Mar 2006 - Feb 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Felicity Di Pisa
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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