Melissa
Barker

Pfs Investments Inc

CRD#6864742
Investment Advisor
in Valencia, CA

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About this Advisor

Melissa Barker is a financial advisor operating out of Valencia, California with 5 years of industry experience. Barker is an advisor for Pfs Investments Inc. Barker has gained experience at Primerica Financial Services, Pfs Investments Inc and Screen Actors Guild. Barker has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Pfs Investments Inc is an advisory business headquartered in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in assets under management between its 56,552 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on which services the firm provides the client. However, 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

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

Melissa Barker Work History

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

2017 - Present (7 years)

Primerica Financial Services

2017 - Present (7 years)

Pfs Investments Inc

1999 - Present (25 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 Melissa Barker 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

Malkah Glasgow
Valley Stream, NY
Leeza Snyderman
Duluth, GA
Mary Schulz
West Chester, OH
Christopher Tiano
Albuquerque, NM
Constantin Azman
Hiawatha, IA
Gregory Mays
Baton Rouge, LA
Samantha Woodin
Sugar Grove, PA
Bradley Geltzer
Orlando, FL

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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