Stephanie
Garner
Pfs Investments Inc
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About this Advisor
Stephanie Garner is a financial advisor based out of Tampa, Florida. Garner currently works for Pfs Investments Inc. The advisor has gained experience 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, Friendly'S, Kelly Masonary LLC and Sysco. Garner maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Pfs Investments Inc is a registered investment business headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It handles $7 billion in assets under management among its 56,552 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial management fee schedules are based on which services the firm provides the client. However, fee types 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
Stephanie Garner Work History
Stephanie has been registered as a financial advisor for 0 years.*
Pfs Investments Inc
Primerica Financial Services
Doordash
Sysco
Kelly Masonary LLC
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
Friendly'S
Lancaster Bible College
*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 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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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.
