Gregory
Mays

Pfs Investments Inc

CRD#6837243
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Gregory Mays is a financial advisor based out of Baton Rouge, Louisiana with 3 years of relevant experience. Mays currently works for Pfs Investments Inc. Throughout their career, they have worked at Pfs Investments Inc, Primerica Financial Services, Volkert Engineering, Pan American Engineers, Ladotd, Technical Inspectors, Coastal Bridge Construction Co, Parsonex and Parsonex Securities, Inc. Mays maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana and Texas. Pfs Investments Inc is an advisory business operating out of Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 employees. It handles $7 billion in assets across its 56,552 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 56,552 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides portfolio management for individuals and small businesses. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3636 S Sherwood Forest Blvd Ste 500
Baton Rouge, LA 70816

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

LA Average: 58
Total Number of Accounts

56,552

LA Average: 1,608
Average Account Size

$125,337

LA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Gregory Mays Work History

Gregory has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Pfs Investments Inc

2017 - Present (7 years)

Volkert Engineering

2016 - Present (8 years)

Primerica Financial Services

2019 - 2020 (1 year)

Parsonex

2019 - 2020 (1 year)

Parsonex Securities, Inc

2017 - 2019 (2 years)

Pfs Investments Inc

2017 - 2017 (< 1 year)

Pan American Engineers

2016 - 2019 (3 years)

Primerica Financial Services

2014 - 2017 (3 years)

Ladotd

2014 - 2014 (< 1 year)

Technical Inspectors

2013 - 2014 (1 year)

Coastal Bridge Construction Co

*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 Gregory Mays 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

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Walter Mcnall
Clifton Park, NY
Francine Hollis
Cleveland, OH
Alvin Hirata
Aiea, HI
Andrea Gibson
Rochester, MI
Rachael Pope
Duluth, GA
Brett Sowers
Rochester, MI

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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