Lanette Carey, financial advisor San Jose CA

Lanette Carey

CRD Number: 1263397
Current Firm: Primerica Advisors

Lanette Carey (CRD# 1263397) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services San Jose, CA Nov 1993 - Current 30
Pfs Investments Inc. San Jose, CA Nov 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Lanette A. Carey
Phone Number: 833-786-0550
Registered State(s):
  • CA
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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