Andrew
Laue

Pfs Investments Inc

CRD#6548022
Investment Advisor
in Phoenix, AZ

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About this Advisor

Andrew Laue is a financial advisor who works out of Phoenix, Arizona with a total of 7 years of relevant experience. Laue is on the advisory team at Pfs Investments Inc. During their career, Laue has held roles at Pfs Investments Inc, Primerica Financial Services, Phoenix Union Hsd, Glendale Union Hsd, Joy Christian School, Maricopa County Ccd and Peoria Unified Sd. Laue holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Pfs Investments Inc is an advisory company operating out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 financial advisors. It handles $7 billion in total assets across its 56,552 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm provides portfolio management for individuals and small businesses. Financial management fees are based on which services the firm provides the client. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5225 N Central Ave Ste 208
Phoenix, AZ 85012

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

AZ Average: $3,570,121,308
Total Number of Employees

3,449

AZ Average: 58
Total Number of Accounts

56,552

AZ Average: 1,608
Average Account Size

$125,337

AZ Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrew Laue Work History

Andrew has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Peoria Unified Sd

2015 - Present (9 years)

Pfs Investments Inc

2015 - Present (9 years)

Primerica Financial Services

2018 - 2022 (4 years)

Maricopa County Ccd

2016 - 2018 (2 years)

Joy Christian School

2015 - 2016 (1 year)

Phoenix Union Hsd

2008 - 2015 (7 years)

Glendale Union Hsd

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Laue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Primerica Advisors

Mary Schulz
West Chester, OH
Christopher Tiano
Albuquerque, NM
Dina Rubakha
Hiawatha, IA
Francine Hollis
Cleveland, OH
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ
Walter Mcnall
Clifton Park, NY
Bradley Geltzer
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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