Pinafore Wealth Counsel Inc.

Pinafore Wealth Counsel Inc. (CRD# 170540) is a financial advisory firm headquartered in Durham, NC. They manage $128,653,076 in 302 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3622 Lyckan Pkwy, Ste 3004, Durham, NC 27707
https://www.pinaforewealth.com
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $426,004
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
The map below shows states where this firm has explicit registration only.

FL, LA, MO, NC

Financial Advisors at Pinafore Wealth Counsel Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lisa Gabriel, financial advisor Durham NC
Lisa M. Gabriel
CRD#: 1528723
3622 Lyckan Pkwy, Ste 3004, Durham, NC 27707

Lisa Gabriel (CRD# 1528723) is an Investment Advisor Representative working at Pinafore Wealth Counsel Inc. in Durham, NC and has over 37 years of experience in the finance industry.

2
Lisamarie Lozon, financial advisor Palm Beach Gardens FL
Lisamarie Lozon
CRD#: 2915086
3801 Pga Blvd, Suite 600, Palm Beach Gardens, FL 33410

Lisamarie Lozon (CRD# 2915086) is an Investment Advisor Representative working at Pinafore Wealth Counsel Inc. in Palm Beach Gardens, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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