Pfs Investments Inc
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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
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Pfs Investments Inc Brokerage Details
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.*
Primerica Financial Services
Pfs Investments Inc
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.
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
Valley Stream, NY
West Chester, OH
Baton Rouge, LA
Sugar Grove, PA
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 firstname.lastname@example.org.
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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.