Lisa E Gibbs
Investment adviser representative at Primerica Advisors
15 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Lisa E Gibbs? Claim your profile
Contact this firm
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
15 years in the industry.
- University of MontevalloAug 2025 to now
- The Dance FoundationJun 2023 to now
- Alabama Dance CouncilNov 2017 to now
- Pfs Investments Inc.Oct 2015 to now
- Primerica Financial ServicesSep 2014 to now
- Vestavia Hills City SchoolsJun 2026 to Aug 2026
- Birmingham-southern CollegeAug 2023 to May 2024
- Southern DanceworksJun 2023 to May 2025
- Shelton State Community CollegeJan 2018 to Dec 2021
- Savoie CateringJan 2018 to Nov 2021
- Pointe Dance ArtsAug 2014 to May 2025
- Ruth's Chris SteakhouseJun 2011 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 6547383
- Firm CRD
- 10111