Pinafore Wealth Counsel Inc.

Pinafore Wealth Counsel Inc. (CRD# 170540) is a financial advisory firm headquartered in Durham, NC. They manage $45,302,544 in 153 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $296,095
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MO, NC

Financial Advisors at Pinafore Wealth Counsel Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Lisa M. Gabriel
CRD#: 1528723
3622 Lyckan Pkwy, Ste 3004, Durham, NC 27707
96
Wealthminder
score

Lisa Gabriel (CRD# 1528723) is an Investment Advisor Representative working at Pinafore Wealth Counsel Inc. in Durham, NC and has over 31 years of experience in the finance industry. Lisa Gabriel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ilva I. Jones
CRD#: 2100460
3622 Lyckan Pkwy, Ste 3004, Durham, NC 27707
93
Wealthminder
score

Ilva Jones (CRD# 2100460) is an Investment Advisor Representative working at Pinafore Wealth Counsel Inc. in Durham, NC and has over 22 years of experience in the finance industry.

3
Lisamarie Lozon
CRD#: 2915086
3622 Lyckan Pkwy, Ste 3004, Durham, NC 27707
93
Wealthminder
score

Lisamarie Lozon (CRD# 2915086) is an Investment Advisor Representative working at Pinafore Wealth Counsel Inc. in Durham, NC and has over 20 years of experience in the finance industry.

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