Brandon
Sass

Pfs Investments Inc

CRD#4682388
Investment Advisor
in San Jose, CA

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About this Advisor

Brandon Sass is a financial advisor based in San Jose, California, working with Pfs Investments Inc. Brandon has previously held positions at Primerica Financial Services and Pfs Investment Inc. Brandon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Brandon is part of Pfs Investments Inc, which operates out of San Jose, California. 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

3031 Tisch Way 110 Plaza West Suite 1062-B
San Jose, CA 95128

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

CA Average: 58
Total Number of Accounts

59,808

CA Average: 1,608
Average Account Size

$141,486

CA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brandon Sass Work History

2003 - Present (21 years)

Primerica Financial Services

2003 - Present (21 years)

Pfs Investment Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brandon Sass 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

Heather Horan
Duluth, GA
George Adams
Bessemer, AL
Kimberly Devries
Surprise, AZ
Jillian Cavanaugh
Manchester, NH
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Micah Wood
Meridian, ID

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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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