Courtney
Donaldson
Pfs Investments Inc
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About this Advisor
Courtney Donaldson is a financial advisor based out of Chicago, Illinois with 2 years of industry experience. Donaldson currently works for Pfs Investments Inc. Their career trajectory has included roles at Edward Jones, Hayes Automotive, Group 1 Automootive / World Toyota, Best Body Vision, LLC, Primerica Financial Services and Pfs Investments Inc. Donaldson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Georgia. Pfs Investments Inc is a company that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in assets across its 56,552 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial management fee schedules typically vary depending on the services provided. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Courtney Donaldson Work History
Courtney has been registered as a financial advisor for 2 years.*
Pfs Investments Inc
Primerica Financial Services
Edward Jones
Hayes Automotive
Best Body Vision, LLC
Group 1 Automootive / World Toyota
*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 Courtney Donaldson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
