Amy
Owen
Pfs Investments Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Amy Owen is a financial advisor based in Lombard, Illinois with 1 year of industry experience. Owen is an employee of Pfs Investments Inc. Their career trajectory has included roles at Primerica Financial Services, Pfs Investments Inc, Aspen General Contractors, Inc, Arena Lonuge, Inc, Aj Real Estate Investments, LLC, Tao 100, LLC, Tao 101, LLC, Tao 102, LLC, Tao 103, LLC, Tao 104, LLC, Ato Shopping, LLC, The Semrad Law Firm, LLC, Chicago Public Schools, Homemaker, The Law Office Of Michael D. Gerstein, The John Marshall School and Cook County Board Of Review. Owen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Illinois. Pfs Investments Inc is a business that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 employees. It has $7 billion in assets among its 56,552 accounts, making it one of the largest firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm provides portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on which service is offered. Fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Amy Owen Work History
Amy has been registered as a financial advisor for 1 years.*
Pfs Investments Inc
Primerica Financial Services
Cook County Board Of Review
Aspen General Contractors, Inc
Tao 100, LLC
Tao 101, LLC
Tao 102, LLC
Tao 103, LLC
Tao 104, LLC
Ato Shopping, LLC
Arena Lonuge, Inc
The Semrad Law Firm, LLC
Aj Real Estate Investments, LLC
Chicago Public Schools
Homemaker
The Law Office Of Michael D. Gerstein
The John Marshall School
*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 Amy Owen 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
Suwanee, GA
Jacksonville, FL
Albuquerque, NM
Valley Stream, NY
Hiawatha, IA
Baton Rouge, LA
Clifton Park, NY
West Chester, OH
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.
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. 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.
