Christopher
Bautista

Pfs Investments Inc

CRD#5716189
Investment Advisor
in Montclair, CA

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About this Advisor

Christopher Bautista is a financial advisor who works out of Montclair, California who has 1 year of relevant experience. Bautista works at Pfs Investments Inc. Their career trajectory has included roles at Pfs Investments Inc, Primerica Financial Services and Bautista Family Clinic. Bautista maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Pfs Investments Inc is a registered investment firm operating out of Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in total assets among its 56,552 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4650 Arrow Hwy Suite A-1-A
Montclair, CA 91763

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

CA Average: 58
Total Number of Accounts

56,552

CA Average: 1,608
Average Account Size

$125,337

CA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Christopher Bautista Work History

Christopher has been registered as a financial advisor for 1 years.*

2009 - Present (15 years)

Pfs Investments Inc

2009 - Present (15 years)

Primerica Financial Services

2003 - 2017 (14 years)

Bautista Family Clinic

*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 Christopher Bautista 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

Alexander Hung Van
Pomona, CA
Marray Harris
Jackson, MS
John Hemken
Brookfield, WI
Leeza Snyderman
Duluth, GA
Rachael Pope
Duluth, GA
Ramiah Pickett
Billings, MT
Bradley Geltzer
Orlando, FL
Andrea Gibson
Rochester, MI

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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