Ulysses
Smith
Pfs Investments Inc
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About this Advisor
Ulysses Smith is a financial advisor who works in Winthrop Harbor, Illinois, who has 4 years of industry experience. Smith currently works for Pfs Investments Inc. Throughout their career, Smith has worked at Eddie Bauer, Ipacesetters, University Of Wisconsin-Whitewater, Beloit College, University Of Wisconsin Whitewater - Police Services, Money Concepts Capital Corp, Pruco Securities LLC, The Prudential Insurance Company Of America, Primerica Financial Services, Pfs Investments Inc and Waukegan To College. Smith has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Pfs Investments Inc is an advisory company based 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 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers portfolio management for individuals and small businesses. Financial management fees typically vary depending on the services. 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
Ulysses Smith Work History
Ulysses has been registered as a financial advisor for 4 years.*
Primerica Financial Services
Pfs Investments Inc
The Prudential Insurance Company Of America
Pruco Securities LLC
Waukegan To College
Eddie Bauer
Money Concepts Capital Corp
Ipacesetters
University Of Wisconsin-Whitewater
University Of Wisconsin Whitewater - Police Services
Beloit College
*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 Ulysses Smith 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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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.
