Financial ADVSR advisor directory · SEC adviser records
Pfs Investments Inc. financial advisors in Portage, MI
Every SEC-registered investment adviser representative at a Pfs Investments Inc. office in Portage, A to Z.
The short answer
15 registered advisors work at Pfs Investments Inc. in Portage, out of 3,650 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 15 are also registered broker representatives.
Pfs Investments Inc. advisors in Portage, A to Z
Every Pfs Investments Inc. advisor →- Stephen E. ArnestAlso a broker rep
- Tracy A. BoekelooAlso a broker rep
- Harold Caldwell IIAlso a broker rep
- Markley A. DrakeAlso a broker rep
- Markley A. Drake Jr.Also a broker rep
- Robert M. GerrenAlso a broker rep
- Daniel R. HartleyAlso a broker rep
- Carl A. Holmgren IIAlso a broker rep
- Norman KappAlso a broker rep
- Earle S. Martin Jr.Also a broker rep
- Douglas J. NeracherAlso a broker rep
- Katelin B. ReynhoutAlso a broker rep
- Brian R. RoseAlso a broker rep
- Debra VandervestAlso a broker rep
- Sabrina K. WitbeckAlso 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 Portage
All Portage advisors →Zhang Financial 19Ameriprise Financial Services, LLC 16Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6626 Financial, LLC 5
Questions
How many financial advisors does Pfs Investments Inc. have in Portage?
15 investment adviser representatives are registered at Pfs Investments Inc. offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3,650 nationwide. 0 list the CFP designation and 15 are also registered as broker representatives.
Is Pfs Investments Inc. one of the largest advisor employers in Portage?
Pfs Investments Inc. ranks number 3 in Portage by registered advisors; Zhang Financial has the most, with 19.
How do I check a Pfs Investments Inc. advisor in Portage?
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.