Linda
Stanton

Pfs Investments Inc

CRD#5528151
Investment Advisor
in Torrance, CA
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About this Advisor

Linda Stanton is an advisor whose office is in Torrance, California. Currently an investment advisor at Pfs Investments Inc, they have accumulated 11 years of professional experience in the financial advisory industry. Stanton holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Stanton is able to work with customers in California. Over the course of their career, Stanton has held roles at Pfs Investments Inc and Primerica Financial Services. Pfs Investments Inc is headquartered in Torrance, California, and operates out of 1,526 brick-and-mortar locations across the United States. In aggregate, Pfs Investments Inc manages $1 billion in assets dispersed across 10,807 client accounts and retains more than 3,428 people. The amount of assets the firm manages places it among the bigger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

1327 Post Ave Unit M-1
Torrance, CA 90501

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$3,065,650,550

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

3,582

CA Average: 58
Total Number of Accounts

28,263

CA Average: 1,608
Average Account Size

$108,469

CA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Linda Stanton Work History

Linda has 11 years of experience.

2008 - Present (11 years)

Pfs Investments Inc

2007 - Present (12 years)

Primerica Financial Services

Disclosures

Linda Stanton has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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