Shigeo
Nagayama

Pfs Investments Inc

CRD#5583362
Investment Advisor
in Torrance, CA
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About this Advisor

Shigeo Nagayama is an advisor in Torrance, California. Currently a registered financial advisor at Pfs Investments Inc, Nagayama has 14 years of professional experience in the financial advisory industry. Nagayama has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Nagayama is able to work with clients in California. During their career, the advisor has held roles at Primerica Financial Services, Velociti Alliance America, Inc and Pfs Investments Inc. Pfs Investments Inc is headquartered in Torrance, California, and has 1,526 other locations throughout the country. In aggregate, Pfs Investments Inc oversees $1 billion in assets throughout 10,807 accounts and retains more than 3,428 people. The firm's total assets under management makes it one of the larger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Pfs Investments Inc can provide portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

970 W 190Th St #225
Torrance, CA 90502

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$3,065,650,550

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

3,582

CA Average: 58
Total Number of Accounts

28,263

CA Average: 1,608
Average Account Size

$108,469

CA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Shigeo Nagayama Work History

Shigeo has 14 years of experience.

2008 - Present (11 years)

Primerica Financial Services

2008 - Present (11 years)

Pfs Investments Inc

2004 - Present (15 years)

Velociti Alliance America, Inc

Disclosures

Shigeo Nagayama has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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