Leeza
Snyderman
Pfs Investments Inc
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About this Advisor
Leeza Snyderman is a financial advisor operating in Duluth, Georgia who has 4 years of relevant experience. Snyderman is on the advisory team at Pfs Investments Inc. Over the course of their career, Snyderman has held roles at Primerica Financial Services, The Farrell Law Firm, Kpmg, Poole Huffman, LLC, Woodhouse Law Firm, Supreme Court Of Georgia, U. S. Securities & Exchange Commission, Unempoyed, Unido, Law Offices Of Daniel Daugherty, Law Offices Of D. Villanueva and The Private Client Law Group. Snyderman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Pfs Investments Inc is a registered investment firm based in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in assets across its 56,552 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 36 charities and foundations. Of its 56,552 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. The company provides portfolio management for individuals and small businesses. Financial advisory fee schedules 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
Leeza Snyderman Work History
Leeza has been registered as a financial advisor for 4 years.*
Primerica Financial Services
The Farrell Law Firm
Kpmg
Poole Huffman, LLC
Woodhouse Law Firm
Supreme Court Of Georgia
U. S. Securities & Exchange Commission
Unempoyed
Unido
U. S. Securities & Exchange Commission
Law Offices Of Daniel Daugherty
Law Offices Of D. Villanueva
The Private Client Law Group
*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 Leeza Snyderman 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
Orlando, FL
Avondale, AZ
Clifton Park, NY
Hiawatha, IA
Albuquerque, NM
Orlando, FL
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.
