Pinafore Wealth Counsel, Inc.
Pinafore Wealth Counsel, Inc. (CRD# 170540) is a financial advisory firm headquartered in Durham, NC. They manage $31,447,614 in 119 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$264,266
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lisa Gabriel (CRD# 1528723) is an Investment Advisor Representative working at Pinafore Wealth Counsel, Inc. in Durham, NC and has over 30 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.
Lisamarie Smith (CRD# 2915086) is an Investment Advisor Representative working at Pinafore Wealth Counsel, Inc. in Durham, NC and has over 19 years of experience in the finance industry.