Pfs Investments Inc
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About this Advisor
David Oates is a financial advisor operating in Largo, Florida, who has been in the financial industry for 26 years. Oates is currently employed by Pfs Investments Inc. Over the course of their career, they have held roles at Primerica Financial Services, Pfs Investments Inc and S. O. R. Inc. Oates has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Pfs Investments Inc is an advisory firm that has its headquarters in Largo, Florida. The investment advisory business has offices in 1,526 locations and a total of 3,428 advisors. It has $1 billion in assets among its 10,807 client accounts, placing it among the larger firms in the nation by assets under management. The firm advises three charities and foundations. Of its 10,807 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pfs Investments Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
David Oates Work History
David has 26 years of experience.
Primerica Financial Services
Pfs Investments Inc
S. O. R. Inc
David Oates has disclosures.
Please visit their SEC profile for more details.