Andrew
Rice
Pfs Investments Inc
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About this Advisor
Andrew Rice is a financial advisor operating out of Sarasota, Florida, with a total of 8 years of relevant experience. Rice is on the advisory team at Pfs Investments Inc. The advisor has gained experience at Farmers Insurance, Primerica Financial Services, Pfs Investments Inc, Guardian Life Ins, Park Avenue Securities, Prestige Toyota, Thrivent Investment Management Inc, Thrivent Financial, Coldwell Banker Real Estate Services, LLC, The Plow Guy, LLC and Huntington Learning Center. Rice maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Pfs Investments Inc is a registered investment company that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It has $7 billion in assets across its 56,552 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on which service is provided. However, fees charged 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
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Andrew Rice Work History
Andrew has been registered as a financial advisor for 8 years.*
Huntington Learning Center
The Plow Guy, LLC
Pfs Investments Inc
Coldwell Banker Real Estate Services, LLC
Primerica Financial Services
Park Avenue Securities
Prestige Toyota
Thrivent Investment Management Inc
Thrivent Financial
Guardian Life Ins
Farmers Insurance
*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 Andrew Rice 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.
