Quinton
Branch

Pfs Investments Inc

CRD#6108892
Investment Advisor
in Overland Park, KS

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About this Advisor

Quinton Branch is a financial advisor operating in Overland Park, Kansas, with a total of 4 years of relevant experience. Branch is currently employed by Pfs Investments Inc. During their career, Branch has held roles at Pfs Investments Inc, Primerica Financial Services, Fedex Express, 24 Hour Fitness and Ibm. Branch holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Kansas and Texas. Pfs Investments Inc is a financial advisory firm 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 under management between its 56,552 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 36 charitable organizations. Of its 56,552 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on the type of services offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8500 West 110Th St Ste 240-A
Overland Park, KS 66210

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

KS Average: 58
Total Number of Accounts

56,552

KS Average: 1,608
Average Account Size

$125,337

KS Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Quinton Branch Work History

Quinton has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Ibm

2019 - Present (5 years)

Pfs Investments Inc

2011 - Present (13 years)

Primerica Financial Services

2015 - 2015 (< 1 year)

24 Hour Fitness

2012 - 2015 (3 years)

Pfs Investments Inc

2011 - 2020 (9 years)

Fedex Express

2010 - 2014 (4 years)

24 Hour Fitness

*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 Quinton Branch 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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Rachael Pope
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Jillian Cavanaugh
Concord, NH
Bradley Geltzer
Orlando, FL
Gregory Mays
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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.

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