Financial ADVSR advisor directory · SEC adviser records
Pfs Investments Inc. financial advisors in Longmont, CO
Every SEC-registered investment adviser representative at a Pfs Investments Inc. office in Longmont, A to Z.
The short answer
3 registered advisors work at Pfs Investments Inc. in Longmont, out of 3,650 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Pfs Investments Inc. advisors in Longmont, A to Z
Every Pfs Investments Inc. advisor →- Dorothy L. KapaunAlso a broker rep
- Thomas M. KapaunAlso a broker rep
- Sabina McWhinneyAlso a broker rep
Pfs Investments Inc. advisors in every city and state →Pfs Investments Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pfs Investments Inc. advisors in other cities
Houston, TX 80Duluth, GA 63Cincinnati, OH 58San Antonio, TX 33Worthington, OH 33Burbank, CA 28Tampa, FL 28Farmingdale, NY 27Hiawatha, IA 26Riverside, CA 25Findlay, OH 24Jacksonville, FL 24Overland Park, KS 24Madison, WI 23Smyrna, GA 23
Other firms in Longmont
All Longmont advisors →Edward Jones 17LPL Financial LLC 7State Farm Investment Management Corp. 5Raymond James Financial Services Advisors, Inc. 3Strategic Advisers LLC 3
Questions
How many financial advisors does Pfs Investments Inc. have in Longmont?
3 investment adviser representatives are registered at Pfs Investments Inc. offices in Longmont, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 3,650 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Pfs Investments Inc. one of the largest advisor employers in Longmont?
Pfs Investments Inc. ranks number 4 in Longmont by registered advisors; Edward Jones has the most, with 17.
How do I check a Pfs Investments Inc. advisor in Longmont?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pfs Investments Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.