Manuel
Costa
Pfs Investments Inc
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About this Advisor
Manuel Costa is a financial advisor working out of Roseville, California who has 1 year of industry experience. Costa is an employee of Pfs Investments Inc. Over the course of their career, Costa has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Global Capital Managment Inc, The Keyes Company, Aloha Reefs, Levy Restaurants, Florida International University, Centerplate, Bank Of America, N.A, Primerica Financial Services and Pfs Investments Inc. Costa holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Pfs Investments Inc is a registered investment firm headquartered in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 financial advisors. It handles $7 billion in assets under management across its 56,552 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 36 charities and foundations. Of its 56,552 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers portfolio management for individuals and small businesses. Financial management fees largely depend 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
Manuel Costa Work History
Manuel has been registered as a financial advisor for 1 years.*
Pfs Investments Inc
Primerica Financial Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Global Capital Managment Inc
The Keyes Company
Centerplate
Aloha Reefs
Levy Restaurants
Florida International University
*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 Manuel Costa 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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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.
