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FIRM PROFILE
Overview
PRIMUS FINANCIAL SERVICES, LLC is located at 111 N. Orange Avenue Suite 1000, Orlando, FL 32801 and was first established at Florida, Florida in 01/01/2019. After operating for 7 years, PRIMUS FINANCIAL SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PRIMUS FINANCIAL SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PRIMUS FINANCIAL SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PRIMUS FINANCIAL SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PRIMUS FINANCIAL SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PRIMUS FINANCIAL SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PRIMUS FINANCIAL SERVICES, LLC Comes From
Understanding the Statistics for PRIMUS FINANCIAL SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Small
(407) 254-1510
Florida since 01/01/2019
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PECUNIA MANAGEMENT, LLC | OWNER | ||
| COFRANCESCO, EDWARD RICHARD | CEO | 2305035 | |
| HARRIS, KEVIN ANDRE | FINOP | 7061906 | |
| LAMPMAN, MATTHEW EDWARD | PRESIDENT | 6132493 | |
| MOORE, ANN KATHERINE | CHIEF BUSINESS DEVELOPMENT OFFICER | 5535928 | |
| NICHOLSON, MYRA PEARLE | CHIEF LEGAL OFFICER, CHIEF RISK OFFICER | 2740029 | |
| WEINBERGER, DAVID S | CHIEF FINANCIAL OFFICER, CHIEF REGULATORY OFFICER | 2676116 | |
| WEISS, RICHARD JAY | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 2523174 |
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Advisor's working at PRIMUS FINANCIAL SERVICES, LLC
Robert Michael Alvarez
Matthew Edward Lampman
Jacob Randall Godfrey
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