Matthew
White
Pfs Investments Inc
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About this Advisor
Matthew White is a financial advisor who works in Jacksonville, Florida who has 1 year of relevant experience. White is an employee of Pfs Investments Inc. Throughout their career, they have worked at Pfsi Investments Inc, Primerica Financial Services, Csx Transportation, Randstad Technology, Convergys, Mcgowans Heating And Air, Sgs Technologies, Tec On Call and Pfs Investments Inc. White maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Pfs Investments Inc is a financial advisory company that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It oversees $7 billion in total assets between its 56,552 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend 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 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
Matthew White Work History
Matthew has been registered as a financial advisor for 1 years.*
Pfs Investments Inc
Csx Transportation
Primerica Financial Services
Pfsi Investments Inc
Primerica Financial Services
Randstad Technology
Convergys
Mcgowans Heating And Air
Sgs Technologies
Tec On Call
*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 Matthew White 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.
