Nathane
Davis

Pfs Investments Inc

CRD#7663458
Investment Advisor
in Little Rock, AR

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About this Advisor

Nathane Davis is a financial advisor based in Little Rock, Arkansas, working with Pfs Investments Inc. Nathane has previously held positions at Primerica Financial Services, Pfs Investments Inc, Koppers Inc, Little Rock School District, and Blossoms. Nathane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas. Currently, Nathane is part of Pfs Investments Inc, which operates out of Little Rock, Arkansas. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3 Innwood Cir Ste 118
Little Rock, AR 72211

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

AR Average: 58
Total Number of Accounts

59,808

AR Average: 1,608
Average Account Size

$141,486

AR Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Nathane Davis Work History

2023 - Present (1 year)

Pfs Investments Inc

2021 - Present (3 years)

Blossoms

2017 - Present (7 years)

Primerica Financial Services

2020 - 2021 (1 year)

Little Rock School District

2011 - 2020 (9 years)

Koppers Inc

Disclosures

Please visit the SEC profile of Nathane Davis 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

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Josue Comulada Otero
Guaynabo, PR
Micah Wood
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Jillian Cavanaugh
Manchester, NH
Clay Schweitzer
Gillette, WY
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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