Leeza
Snyderman

Pfs Investments Inc

CRD#6894661
Investment Advisor
in Duluth, GA

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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

Series 66

Years Registered*

4 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

Leeza Snyderman Work History

Leeza has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Primerica Financial Services

2017 - 2017 (< 1 year)

The Farrell Law Firm

2017 - 2017 (< 1 year)

Kpmg

2016 - 2017 (1 year)

Poole Huffman, LLC

2015 - 2016 (1 year)

Woodhouse Law Firm

2015 - 2015 (< 1 year)

Supreme Court Of Georgia

2015 - 2015 (< 1 year)

U. S. Securities & Exchange Commission

2014 - 2014 (< 1 year)

Unempoyed

2014 - 2014 (< 1 year)

Unido

2014 - 2014 (< 1 year)

U. S. Securities & Exchange Commission

2013 - 2014 (1 year)

Law Offices Of Daniel Daugherty

2013 - 2013 (< 1 year)

Law Offices Of D. Villanueva

2013 - 2013 (< 1 year)

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

Dina Rubakha
Hiawatha, IA
John Hemken
Brookfield, WI
Esther White
Avondale, AZ
Samantha Woodin
Sugar Grove, PA
Christopher Tiano
Albuquerque, NM
Julius Lee
Corpus Christi, TX
Brett Sowers
Rochester, MI
Bradley Geltzer
Orlando, FL

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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