Andrew
Turner

Pfs Investments Inc

CRD#7161955
Investment Advisor
in Dover, DE

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About this Advisor

Andrew Turner is a financial advisor based in Dover, Delaware, working with Pfs Investments Inc. Andrew has previously held positions at Pfs Investments Inc, Primerica Financial Services, Federal Resources, United Parcel Service, and Sealing Technologies. Andrew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Delaware. Currently, Andrew is part of Pfs Investments Inc, which operates out of Dover, Delaware. 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

1012 College Rd Ste 203
Dover, DE 19904

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

DE Average: 58
Total Number of Accounts

59,808

DE Average: 1,608
Average Account Size

$141,486

DE Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrew Turner Work History

2022 - Present (2 years)

Sealing Technologies

2019 - Present (5 years)

Pfs Investments Inc

2012 - Present (12 years)

Primerica Financial Services

2012 - 2022 (10 years)

Federal Resources

2011 - 2016 (5 years)

United Parcel Service

Disclosures

Please visit the SEC profile of Andrew Turner 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

Jillian Cavanaugh
Manchester, NH
Andrew Arthur
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Josue Comulada Otero
Guaynabo, PR
Kimberly Devries
Surprise, AZ
Janelle Pruett
Belfair, WA
Clay Schweitzer
Gillette, WY
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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