Dorenda
Sprague

Pfs Investments Inc

CRD#6824245
Investment Advisor
in Valencia, CA

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About this Advisor

Dorenda Sprague is a financial advisor operating out of Valencia, California with a total of 5 years of industry experience. Sprague is on the advisory team at Pfs Investments Inc. The advisor has gained experience at Primerica Financial Services, Pfs Investments Inc and Screen Actors Guild. Sprague holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Pfs Investments Inc is a financial advisory firm based out of Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 people on staff. It has $7 billion in total assets among its 56,552 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which services are offered. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

28410 Avenue Stanford Ste B
Valencia, CA 91355

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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

Dorenda Sprague Work History

Dorenda has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Primerica Financial Services

2017 - Present (7 years)

Pfs Investments Inc

1994 - Present (30 years)

Screen Actors Guild

*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 Dorenda Sprague 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

Robert Mciver
Suwanee, GA
Alexander Hung Van
Pomona, CA
Julius Lee
Corpus Christi, TX
John Hemken
Brookfield, WI
Gregory Mays
Baton Rouge, LA
Leeza Snyderman
Duluth, GA
Andrea Gibson
Rochester, MI
Rachael Pope
Duluth, GA

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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