Stephanie
Garner

Pfs Investments Inc

CRD#7353754
Investment Advisor
in Tampa, FL

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About this Advisor

Stephanie Garner is a financial advisor based in Tampa, Florida, working with Pfs Investments Inc. Stephanie has previously held positions at Pfs Investments Inc, Primerica Financial Services, Doordash, Amazon, Jd'S Restaurant And Lounge, Family Resources Inc, Friendship Community Center, Db Schenker, Lyft, Pdl Properties, Home Depot, Bethesda Mission Community Center, Bethesda Women'S Mission, Michael'S, Pizza Hut, Hershey Entertainment And Resorts, Lancaster Bible College, Paxton United Methodist Church Child Care Center, Kelly Masonary LLC, and Sysco. Stephanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Stephanie 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 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

14497 N Dale Mabry Hwy Ste 240-G
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

Stephanie Garner Work History

2021 - Present (3 years)

Pfs Investments Inc

2020 - Present (4 years)

Primerica Financial Services

2020 - Present (4 years)

Doordash

2022 - 2023 (1 year)

Sysco

2021 - 2022 (1 year)

Kelly Masonary LLC

2020 - 2021 (1 year)

Amazon

2020 - 2020 (< 1 year)

Jd'S Restaurant And Lounge

2019 - 2020 (1 year)

Family Resources Inc

2019 - 2019 (< 1 year)

Friendship Community Center

2018 - 2019 (1 year)

Db Schenker

2017 - 2019 (2 years)

Lyft

2017 - 2018 (1 year)

Pdl Properties

2016 - 2017 (1 year)

Home Depot

2015 - 2019 (4 years)

Bethesda Mission Community Center

2014 - 2015 (1 year)

Bethesda Women'S Mission

2014 - 2015 (1 year)

Michael'S

2014 - 2014 (< 1 year)

Pizza Hut

2014 - 2014 (< 1 year)

Hershey Entertainment And Resorts

2014 - 2014 (< 1 year)

Lancaster Bible College

2013 - 2014 (1 year)

Paxton United Methodist Church Child Care Center

2011 - 2015 (4 years)

Lancaster Bible College

Disclosures

Please visit the SEC profile of Stephanie Garner 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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Guaynabo, PR
Kimberly Devries
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Janelle Pruett
Belfair, WA
Clay Schweitzer
Gillette, WY
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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