Michael
Thorne

Pfs Investments Inc

CRD#5564416
Investment Advisor
in Crofton, MD

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About this Advisor

Michael Thorne is a financial advisor working out of Crofton, Maryland with a total of 5 years of industry experience. Thorne is an employee of Pfs Investments Inc. During their career, Thorne has held roles at Pfs Investments Inc, Primerica Financial Services, Trex Corporation, Education Strategies Consulting, Applied Insight and Epic Performance, LLC. Thorne maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Pfs Investments Inc is a business that has its headquarters in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 financial advisors. It administers $7 billion in assets under management across its 56,552 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm provides portfolio management for individuals and small businesses. Financial management fees usually vary depending on which services are offered. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2147 Priest Bridge Dr Ste 1
Crofton, MD 21114

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

MD Average: 58
Total Number of Accounts

56,552

MD Average: 1,608
Average Account Size

$125,337

MD Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Michael Thorne Work History

Michael has been registered as a financial advisor for 5 years.*

2008 - Present (16 years)

Pfs Investments Inc

2008 - Present (16 years)

Primerica Financial Services

2021 - 2022 (1 year)

Epic Performance, LLC

2020 - 2022 (2 years)

Applied Insight

2014 - 2017 (3 years)

Trex Corporation

2012 - 2013 (1 year)

Education Strategies Consulting

*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 Michael Thorne 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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Esther White
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Walter Mcnall
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Samantha Woodin
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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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