Dianne
Milano
Pfs Investments Inc
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About this Advisor
Dianne Milano is a financial advisor working out of Hamden, Connecticut who has 1 year of relevant experience. Milano is currently employed by Pfs Investments Inc. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc and North Myrtle Beach Aquatic & Fitness Center. Milano has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in South Carolina. Pfs Investments Inc is a financial 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 manages $7 billion in total assets across its 56,552 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$7,088,085,794
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,449
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
56,552
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$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Dianne Milano Work History
Dianne has been registered as a financial advisor for 1 years.*
North Myrtle Beach Aquatic & Fitness Center
Primerica Financial Services
Pfs Investments 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 Dianne Milano 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
Corpus Christi, TX
Baton Rouge, LA
Rochester, MI
York, PA
Orlando, FL
Brookfield, WI
Houston, TX
Valley Stream, NY
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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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