William
Compere

Pfs Investments Inc

CRD#5883784
Investment Advisor
in Crofton, MD

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About this Advisor

William Compere is a financial advisor based in Crofton, Maryland, working with Pfs Investments Inc. William has previously held positions at Pfs Investments Inc, Primerica Financial Services, National Office Systems Inc, Tessco Technologies, Link Labs, Insight Mobile Data, Everywhere Communications, and Gps Insight. William has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, William is part of Pfs Investments Inc, which operates out of Crofton, Maryland. 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 65

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

$8,461,983,895

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

3,590

MD Average: 58
Total Number of Accounts

59,808

MD Average: 1,608
Average Account Size

$141,486

MD Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

William Compere Work History

2011 - Present (13 years)

Pfs Investments Inc

2010 - Present (14 years)

Primerica Financial Services

2021 - 2023 (2 years)

Gps Insight

2020 - 2021 (1 year)

National Office Systems Inc

2019 - 2020 (1 year)

Everywhere Communications

2018 - 2019 (1 year)

Link Labs

2017 - 2018 (1 year)

Insight Mobile Data

2016 - 2017 (1 year)

Link Labs

2015 - 2016 (1 year)

Tessco Technologies

2013 - 2015 (2 years)

National Office Systems Inc

Disclosures

Please visit the SEC profile of William Compere 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

Andrew Arthur
Urbandale, IA
Eugenia Ritvin
Doylestown, PA
Jillian Cavanaugh
Manchester, NH
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Kimberly Devries
Surprise, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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