Robin
Ure

Pfs Investments Inc

CRD#7649349
Investment Advisor
in Westminster, CO

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About this Advisor

Robin Ure is a financial advisor based in Westminster, Colorado, working with Pfs Investments Inc. Robin has previously held positions at Primerica Financial Services, Pfs Investments Inc, Arnett Chiropractic Care Pa, and Vinton K Arnett Dc, Pa. Robin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Robin is part of Pfs Investments Inc, which operates out of Westminster, 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 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8671 Wolff Ct Suite 230
Westminster, CO 80031

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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

Robin Ure Work History

2022 - Present (2 years)

Pfs Investments Inc

2022 - Present (2 years)

Vinton K Arnett Dc, Pa

2005 - Present (19 years)

Primerica Financial Services

2022 - 2022 (< 1 year)

Arnett Chiropractic Care Pa

Disclosures

Please visit the SEC profile of Robin Ure 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

Michael Giordano
Hialeah, FL
George Adams
Bessemer, AL
Clay Schweitzer
Gillette, WY
Andrew Arthur
Urbandale, IA
Janelle Pruett
Belfair, WA
Eugenia Ritvin
Doylestown, PA
Derek Hill
Memphis, TN
Kimberly Devries
Surprise, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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