Danielle
Obrien

Pfs Investments Inc

CRD#4695280
Investment Advisor
in Duluth, GA

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About this Advisor

Danielle Obrien is a financial advisor operating in Duluth, Georgia with a total of 5 years of relevant experience. Obrien works at Pfs Investments Inc. Over the course of their career, Obrien has held roles at Morgan Stanley Smith Barney, Insignia Bank, Lpl Financial LLC and Primerica Financial Services. Obrien maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Georgia. Pfs Investments Inc is a financial advisory business that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It administers $7 billion in assets across its 56,552 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. The company provides portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services are provided. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1 Primerica Parkway
Duluth, GA 30099

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

GA Average: $3,570,121,308
Total Number of Employees

3,449

GA Average: 58
Total Number of Accounts

56,552

GA Average: 1,608
Average Account Size

$125,337

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Danielle Obrien Work History

Danielle has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Primerica Financial Services

2013 - 2017 (4 years)

Insignia Bank

2013 - 2017 (4 years)

Lpl Financial LLC

2011 - 2013 (2 years)

Morgan Stanley Smith Barney

*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 Danielle Obrien 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

Mary Schulz
West Chester, OH
David Johnstun
Houston, TX
Dina Rubakha
Hiawatha, IA
Francine Hollis
Cleveland, OH
Bradley Geltzer
Orlando, FL
Christopher Tiano
Albuquerque, NM
Walter Mcnall
Clifton Park, NY
Rachael Pope
Duluth, GA

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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