Mark
Alarie

Pfs Investments Inc

CRD#6571946
Investment Advisor
in Orlando, FL

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About this Advisor

Mark Alarie is a financial advisor operating out of Orlando, Florida who has 3 years of industry experience. Alarie is currently employed by Pfs Investments Inc. Over the course of their career, they have held roles at Edward Jones, United Parcel Service (Ups), Family Promise Of Greater Orlando, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Pfs Investments Inc and Primerica Financial Services. Alarie holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Pfs Investments Inc is a financial advisory business based in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 people on staff. It administers $7 billion in assets under management across its 56,552 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers portfolio management for individuals and small businesses. Financial management fee schedules largely depend on the services offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7800 Southland Blvd Ste 115-D
Orlando, FL 32809

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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

Mark Alarie Work History

Mark has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Pfs Investments Inc

2019 - Present (5 years)

Primerica Financial Services

2018 - 2019 (1 year)

Regions Bank

2018 - 2019 (1 year)

Cetera Investment Advisers LLC

2018 - 2019 (1 year)

Cetera Investment Services LLC

2015 - 2018 (3 years)

Edward Jones

2011 - 2013 (2 years)

Family Promise Of Greater Orlando

2006 - 2015 (9 years)

United Parcel Service (Ups)

*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 Mark Alarie 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

John Hemken
Brookfield, WI
Constantin Azman
Hiawatha, IA
Dina Rubakha
Hiawatha, IA
Julius Lee
Corpus Christi, TX
Rachael Pope
Duluth, GA
Robert Mciver
Suwanee, GA
Samantha Woodin
Sugar Grove, PA
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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