Damian
Lozano
Pfs Investments Inc
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About this Advisor
Damian Lozano is a financial advisor working in Redlands, California. Lozano is currently employed by Pfs Investments Inc. Throughout their career, Lozano has worked at Pfs Investments Inc, Nuview Union School District, San Bernardino Unified School District, Primerica Financial Services, Computer Tax Service, Redlands Unified School, Colton Joint Unified School District, Amf Inc, San Bernardino City Unified School and San Bernardino Community College Disr. Lozano has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Pfs Investments Inc is a company headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 people on staff. It oversees $7 billion in assets under management across its 56,552 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 36 charitable organizations. Of its 56,552 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors typically 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
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Damian Lozano Work History
Damian has been registered as a financial advisor for 0 years.*
San Bernardino City Unified School
San Bernardino Community College Disr
Amf Inc
Pfs Investments Inc
Primerica Financial Services
Computer Tax Service
Redlands Unified School
Colton Joint Unified School District
Nuview Union School District
San Bernardino Unified School District
*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 Damian Lozano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
