Adviser and broker representative · Pfs Investments Inc.
Elizabeth D. Stannard
CRD 7568157 · San Bernardino, CA
At a glance
Elizabeth D. Stannard is an investment adviser representative with Pfs Investments Inc. in San Bernardino, CA, according to the SEC’s Investment Adviser Public Disclosure records. Elizabeth is also registered as a broker representative.
Current advisory firm
- Pfs Investments Inc.Since May 2026San Bernardino, CA · $16B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Elizabeth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Pfs Investments Inc.
- Martin F. CoronaSan Bernardino
- Yuri AbashkinLand O Lakes
- Jerry W. AbbittScottsdale
- John M. AbbottCenterville
- Samirah Abdul-AlimEdison
- Cynthia AberLisle
- Terry A. AbeytaAlbuquerque
- Denise AbogChicago
Every advisor at Pfs Investments Inc. →Pfs Investments Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →