Paul
Raimondo

Pfs Investments Inc

CRD#1157367
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Paul Raimondo is a financial advisor working out of Pleasant Grove, Utah with a total of 1 year of industry experience. Raimondo is an employee of Pfs Investments Inc. Throughout their career, Raimondo has worked at Charles Schwab & Co., Inc, Charles Schwab Bank, Primerica Financial Services, Pfs Investments Inc and U.S. Postal Service. Raimondo is approved to operate in California. Pfs Investments Inc is an advisory company that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in assets under management among its 56,552 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the services. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

357 S 640 W
Pleasant Grove, UT 84062

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

UT Average: 58
Total Number of Accounts

56,552

UT Average: 1,608
Average Account Size

$125,337

UT Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Paul Raimondo Work History

Paul has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Primerica Financial Services

2021 - Present (3 years)

Pfs Investments Inc

2021 - 2021 (< 1 year)

U.S. Postal Service

2005 - 2019 (14 years)

Charles Schwab Bank

1991 - 2019 (28 years)

Charles Schwab & Co., 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 Paul Raimondo 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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Houston, TX
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Francine Hollis
Cleveland, OH
Christopher Tiano
Albuquerque, NM
Walter Mcnall
Clifton Park, NY
Malkah Glasgow
Valley Stream, NY
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA

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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