Joseph
Laurel

Pfs Investments Inc

CRD#5858147
Investment Advisor
in Gilbert, AZ

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About this Advisor

Joseph Laurel is a financial advisor who works in Gilbert, Arizona, who has 2 years of relevant experience. Laurel works at Pfs Investments Inc. The advisor has gained experience at T. Rowe Price, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Self-Employed Realtor, Synergy Realty Group, Primerica Financial Services and Pfs Investments Inc. Laurel holds Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Colorado. Pfs Investments Inc is a firm headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 employees. It has $7 billion in assets under management between its 56,552 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers portfolio management for individuals and small businesses. Fees for financial advice depend on which service is provided. However, fees charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4365 East Pecos Rd Suite 139-C
Gilbert, AZ 85295

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

AZ Average: 58
Total Number of Accounts

56,552

AZ Average: 1,608
Average Account Size

$125,337

AZ Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Joseph Laurel Work History

Joseph has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pfs Investments Inc

2005 - Present (19 years)

Primerica Financial Services

2019 - 2021 (2 years)

Synergy Realty Group

2018 - 2019 (1 year)

Usaa Investment Management Company

2018 - 2019 (1 year)

Self-Employed Realtor

2016 - 2019 (3 years)

Usaa Financial Advisors Inc

2016 - 2019 (3 years)

Usaa Financial Planning Services

2010 - 2016 (6 years)

T. Rowe Price

*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 Joseph Laurel 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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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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