Richard
Sneed

Pfs Investments Inc

CRD#1364972
Investment Advisor
in Louisville, KY

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About this Advisor

Richard Sneed is a financial advisor based in Louisville, Kentucky, working with Pfs Investments Inc. Richard has previously held positions at Pfs Investments Inc and Primerica Financial Services. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky and Texas. Currently, Richard is part of Pfs Investments Inc, which operates out of Louisville, Kentucky. 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

13279 O'Bannon Station Way Ste A
Louisville, KY 40223

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

KY Average: 58
Total Number of Accounts

59,808

KY Average: 1,608
Average Account Size

$141,486

KY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Richard Sneed Work History

1991 - Present (33 years)

Primerica Financial Services

1985 - Present (39 years)

Pfs Investments Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Sneed 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

Kimberly Devries
Surprise, AZ
Clay Schweitzer
Gillette, WY
Josue Comulada Otero
Guaynabo, PR
Micah Wood
Meridian, ID
Janelle Pruett
Belfair, WA
Jillian Cavanaugh
Manchester, NH
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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