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 working in Crofton, Maryland, who has 1 year of industry experience. Compere is an advisor for Pfs Investments Inc. Their career trajectory has included roles at Pfs Investments Inc, Primerica Financial Services, Truphone, National Office Systems Inc, Tessco Technologies, Link Labs, Insight Mobile Data, Everywhere Communications and Gps Insight. Compere holds a Series 65 license, designating them as an investment advisor representative, and can work in Maryland. Pfs Investments Inc is a financial advisory business headquartered in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 financial advisors. It oversees $7 billion in assets under management between its 56,552 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which service is offered. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

William Compere Work History

William has been registered as a financial advisor for 1 years.*

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

2012 - 2013 (1 year)

Truphone

*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 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

Dina Rubakha
Hiawatha, IA
Robert Mciver
Suwanee, GA
Esther White
Avondale, AZ
Rachael Pope
Duluth, GA
Andrea Gibson
Rochester, MI
John Hemken
Brookfield, WI
Bradley Geltzer
Orlando, FL
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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