Leonard
Mcreynolds

Pfs Investments Inc

CRD#2522566
Investment Advisor
in Atlanta, GA

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About this Advisor

Leonard Mcreynolds is a financial advisor working in Atlanta, Georgia, who has been in the industry for 21 years. Mcreynolds works at Pfs Investments Inc. Their career trajectory has included roles at Pfs Investments Inc and Primerica Financial Services. Mcreynolds maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia and Texas. Pfs Investments Inc is a registered investment company headquartered in Atlanta, Georgia. The company has offices in 1,592 locations and a total of 3,383 employees. It manages $7 billion in assets under management across its 49,061 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 34 charities and foundations. Of its 49,061 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

5555 Glenridge Connector Ne Ste 200
Atlanta, GA 30342

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,113,872,754

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

3,383

GA Average: 58
Total Number of Accounts

49,061

GA Average: 1,608
Average Account Size

$145,001

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Leonard Mcreynolds Work History

Leonard has 21 years of experience.

2001 - Present (22 years)

Pfs Investments Inc

2001 - Present (22 years)

Primerica Financial Services

Disclosures

Leonard Mcreynolds has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Primerica Advisors

Joseph Barton
Pompano Beach, FL
Brett Wilson
Milan, OH
Emma Woolley
Liberty Lake, WA
Odion Fross
Estes Park, CO
William Hartfield
Hattiesburg, MS
Richard Burkes
Dayton, OH
Toneya Mcginnis
Riverside, CA
Dennis Woodall
Duluth, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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