Glenn
Westfall

Pfs Investments Inc

CRD#1067623
Investment Advisor
in Denver, CO

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About this Advisor

Glenn Westfall is a financial advisor based in Denver, Colorado, working with Pfs Investments Inc. Glenn has previously held positions at Pfs Investments Inc and Primerica Financial Services. Glenn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Glenn is part of Pfs Investments Inc, which operates out of Denver, Colorado. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1776 S Jackson St Ste 531-A
Denver, CO 80210

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

CO Average: 58
Total Number of Accounts

59,808

CO Average: 1,608
Average Account Size

$141,486

CO Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Glenn Westfall Work History

1991 - Present (33 years)

Primerica Financial Services

1982 - Present (42 years)

Pfs Investments Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Glenn Westfall 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

Clay Schweitzer
Gillette, WY
Heather Horan
Duluth, GA
Josue Comulada Otero
Guaynabo, PR
Kimberly Devries
Surprise, AZ
Janelle Pruett
Belfair, WA
Andrew Arthur
Urbandale, IA
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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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