Lisa Mahr
Investment adviser representative at Primerica Advisors
14 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Mid Iowa CooperativeOct 2022 to now
- Pfs Investments Inc.Jan 2015 to now
- Primerica Financial ServicesApr 2008 to now
- B&bJun 2022 to Nov 2022
- City of DunkertonOct 2018 to Feb 2021
- NordstromJun 2018 to Oct 2018
- Rev.comMay 2017 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IA).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
15 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
- 6424696
- Firm CRD
- 10111