Lisamarie Lozon
Investment adviser representative at Pinafore Wealth Counsel Inc.
14 yearsExperience
4 statesRegistered in
$173.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Pinafore Wealth Counsel, Inc.Jun 2014 to now
- Lisamarie Enterprises LLC Fka Compassionate Advisor, LLCJun 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, MO, NC).
Pinafore Wealth Counsel Inc.
$173.6MAssets managed
105Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2915086
- Firm CRD
- 170540