Primus Financial Services, LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 307060
- Registered since
- September 20, 2021
- Website
- primusfinancial.co.uk
Firm profile
FINTRXOverview
Primus Financial Services, LLC is organized as a limited liability company with an ownership structure described as a combination of a domestic corporate entity and an individual. The firm's public profile in the provided dataset is sparse: core business and advisory activities, client segments, and fee arrangements are not detailed. The firm is identified as not being a capital allocator and is not marked as an active ESG investor. It is also flagged as not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Matthew Lampman
President, Chief Operating OfficerCRD 6132493

Ann Moore
Chief Business Development OfficerCRD 5535928

Myra Nicholson
General Counsel and Chief Risk OfficerCRD 2740029
Contacts
3 of 11Jacob Godfrey
Registered RepresentativeCRD 5492639

James Armstrong
Registered RepresentativeCRD 2895592
Edward Cofrancesco
PresidentCRD 2305035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 111 N Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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