Phillip
Spangler
Pfs Investments Inc
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About this Advisor
Phillip Spangler is a financial advisor who works out of Orlando, Florida who has 4 years of industry experience. Spangler is on the advisory team at Pfs Investments Inc. During their career, Spangler has held roles at University Of North Florida, Pfs Investments Inc, Primerica Financial Services, Kelly Educational Staffing, Publix Supermarkets, Polk State College, Polk County School Board, Innovative Solar Inc, Lake County School Board, Kelly Services Inc, Osceola County School Board, Revolution Ministries, Last Chance Enterprises, Pop-A-Lock Of Polk County, Fountain Auto Mall and Sumter County Schools. Spangler holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Pfs Investments Inc is a financial advisory company operating out of Duluth, GA. The firm 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 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are provided. Fees billed 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
Phillip Spangler Work History
Phillip has been registered as a financial advisor for 4 years.*
Sumter County Schools
Last Chance Enterprises
Kelly Educational Staffing
Pfs Investments Inc
Primerica Financial Services
Pop-A-Lock Of Polk County
Fountain Auto Mall
Innovative Solar Inc
Lake County School Board
Kelly Services Inc
Osceola County School Board
Polk County School Board
Revolution Ministries
Kelly Educational Staffing
Polk State College
University Of North Florida
Publix Supermarkets
*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 Phillip Spangler 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
Sugar Grove, PA
Cleveland, OH
Avondale, AZ
Clifton Park, NY
Hiawatha, IA
Orlando, FL
Duluth, GA
Rochester, MI
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.