Max
Yamaguchi
Pfs Investments Inc
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About this Advisor
Max Yamaguchi is a financial advisor who works out of Cerritos, California who has 12 years of relevant experience. Yamaguchi is an employee of Pfs Investments Inc. Their career trajectory has included roles at Primerica Financial Services and Pfs Investments Inc. Yamaguchi has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Pfs Investments Inc is an advisory firm that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It controls $7 billion in assets across its 56,552 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. The business offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the type of financial services. 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
Max Yamaguchi Work History
Max has been registered as a financial advisor for 12 years.*
Primerica Financial Services
Pfs Investments Inc
*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 Max Yamaguchi 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
Houston, TX
Baton Rouge, LA
Sugar Grove, PA
West Chester, OH
Orlando, FL
Valley Stream, NY
Duluth, GA
Clifton Park, NY
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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.
