Carlos
Torres

Pfs Investments Inc

CRD#5403789
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Carlos Torres is a financial advisor operating out of Fort Lauderdale, Florida, with a total of 11 years of relevant experience. Torres is on the advisory team at Pfs Investments Inc. Over the course of their career, Torres has held roles at Primerica Financial Services, Pfs Investments Inc and Net Reviews. Torres has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida. Pfs Investments Inc is a financial advisory company operating out of Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It controls $7 billion in assets under management among its 56,552 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

100 Nw 82Nd Ave Suite 306-B
Fort Lauderdale, FL 33324

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

FL Average: 58
Total Number of Accounts

56,552

FL Average: 1,608
Average Account Size

$125,337

FL Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Carlos Torres Work History

Carlos has been registered as a financial advisor for 11 years.*

2007 - Present (17 years)

Pfs Investments Inc

2006 - Present (18 years)

Net Reviews

2004 - Present (20 years)

Primerica Financial Services

*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 Carlos Torres 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

Walter Mcnall
Clifton Park, NY
Francine Hollis
Cleveland, OH
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA
Rachael Pope
Duluth, GA
Bradley Geltzer
Orlando, FL

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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