Gerard
Brass

Pfs Investments Inc

CRD#6624439
Investment Advisor
in Colton, CA

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About this Advisor

Gerard Brass is a financial advisor who works out of Colton, California with a total of 5 years of industry experience. Brass is currently employed by Pfs Investments Inc. Brass has gained experience at Primerica Financial Services, Pfs Investments Inc, Translations Galore LLC, Incorporate International, Australian Hospitality Skills & Re, Ideanomics Global and Eastridge Workforce Solutions. Brass maintains Series 65 and Series 63 licenses, qualifying 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 business based in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 financial advisors. It administers $7 billion in total assets across its 56,552 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is provided. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1012 E Cooley Dr Ste A-2
Colton, CA 92324

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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

Gerard Brass Work History

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

2016 - Present (8 years)

Primerica Financial Services

2016 - Present (8 years)

Pfs Investments Inc

2011 - Present (13 years)

Translations Galore LLC

2017 - 2017 (< 1 year)

Eastridge Workforce Solutions

2013 - 2016 (3 years)

Incorporate International

2013 - 2014 (1 year)

Ideanomics Global

2012 - 2015 (3 years)

Australian Hospitality Skills & Re

*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 Gerard Brass 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

Hylton Davis
Orlando, FL
Bryan Levy
Alpharetta, GA
Walter Mcnall
Clifton Park, NY
Rachael Pope
Duluth, GA
Malkah Glasgow
Valley Stream, NY
Gregory Mays
Baton Rouge, LA
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ

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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