Rachael
Pope

Pfs Investments Inc

CRD#6237672
Investment Advisor
in Duluth, GA

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About this Advisor

Rachael Pope is a financial advisor working out of Duluth, Georgia, with a total of 7 years of industry experience. Pope is currently employed by Pfs Investments Inc. During their career, Pope has held roles at The Partners Group, Chandler And Chandler Law Group and Primerica Financial Services. Pope has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Pfs Investments Inc is a financial advisory firm headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 financial advisors. It oversees $7 billion in total assets among its 56,552 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the services. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Rachael Pope Work History

Rachael has been registered as a financial advisor for 7 years.*

2013 - Present (11 years)

Primerica Financial Services

2013 - 2013 (< 1 year)

The Partners Group

2013 - 2013 (< 1 year)

Chandler And Chandler 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 Rachael Pope 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

Julius Lee
Corpus Christi, TX
Gregory Mays
Baton Rouge, LA
Hylton Davis
Orlando, FL
Malkah Glasgow
Valley Stream, NY
Robert Mciver
Suwanee, GA
Constantin Azman
Hiawatha, IA
Mary Schulz
West Chester, OH
Christopher Tiano
Albuquerque, NM

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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