Tulio
Suazo

Pfs Investments Inc

CRD#7609482
Investment Advisor
in Smyrna, GA

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About this Advisor

Tulio Suazo is a financial advisor based in Smyrna, Georgia, working with Pfs Investments Inc. Tulio has previously held positions at Primerica Financial Services, Pfs Investments Inc, Ferguson Enterprises LLC, Cubatico Inc, Greenway Fiat, Urban Perch Homes, Gamestop, Clarks Shoes, and Landmark Financial Group. Tulio has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Tulio is part of Pfs Investments Inc, which operates out of Smyrna, Georgia. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2400 Herodian Way Se Ste 110-W
Smyrna, GA 30080

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

GA Average: 58
Total Number of Accounts

59,808

GA Average: 1,608
Average Account Size

$141,486

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Tulio Suazo Work History

2023 - Present (1 year)

Landmark Financial Group

2022 - Present (2 years)

Pfs Investments Inc

2022 - Present (2 years)

Urban Perch Homes

2021 - Present (3 years)

Primerica Financial Services

2017 - 2022 (5 years)

Ferguson Enterprises LLC

2015 - 2017 (2 years)

Cubatico Inc

2014 - 2015 (1 year)

Greenway Fiat

2014 - 2014 (< 1 year)

Gamestop

2014 - 2014 (< 1 year)

Clarks Shoes

Disclosures

Please visit the SEC profile of Tulio Suazo 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

Clay Schweitzer
Gillette, WY
Michael Giordano
Hialeah, FL
Kimberly Devries
Surprise, AZ
Jillian Cavanaugh
Manchester, NH
Janelle Pruett
Belfair, WA
Andrew Arthur
Urbandale, IA
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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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