Cynthia
Spinning

Pfs Investments Inc

CRD#5033218
Investment Advisor
in Tampa, FL

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About this Advisor

Cynthia Spinning is a financial advisor based in Tampa, Florida, working with Pfs Investments Inc. Cynthia has previously held positions at Primerica Financial Services, Pfs Investments Inc, and Ameriprise Financial Services, Inc. Cynthia has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Cynthia is part of Pfs Investments Inc, which operates out of Tampa, Florida. 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 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

10008 N Dale Mabry Hwy Ste 100-T-1
Tampa, FL 33618

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

FL Average: 58
Total Number of Accounts

59,808

FL Average: 1,608
Average Account Size

$141,486

FL Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Cynthia Spinning Work History

2020 - Present (4 years)

Pfs Investments Inc

2019 - Present (5 years)

Primerica Financial Services

2005 - 2018 (13 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Cynthia Spinning 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

Heather Horan
Duluth, GA
Gabriel Elkin
Indianapolis, IN
Clay Schweitzer
Gillette, WY
Andrew Arthur
Urbandale, IA
Janelle Pruett
Belfair, WA
Thomas Nielsen
Round Rock, TX
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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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