Stephen
Cushing

Pfs Investments Inc

CRD#6154464
Investment Advisor
in Westport, MA

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About this Advisor

Stephen Cushing is a financial advisor based in Westport, Massachusetts, working with Pfs Investments Inc. Stephen has previously held positions at Pfs Investments Inc, Primerica Financial Services, and Comcast. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Stephen is part of Pfs Investments Inc, which operates out of Westport, Massachusetts. 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

655 State Rd
Westport, MA 02790

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

MA Average: 58
Total Number of Accounts

59,808

MA Average: 1,608
Average Account Size

$141,486

MA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Stephen Cushing Work History

2013 - Present (11 years)

Pfs Investments Inc

2012 - Present (12 years)

Primerica Financial Services

2003 - 2017 (14 years)

Comcast

Disclosures

Please visit the SEC profile of Stephen Cushing 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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Kimberly Devries
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Jillian Cavanaugh
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Janelle Pruett
Belfair, WA
Hameeda Bello
Lawrenceville, GA
Alden Small
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Derek Hill
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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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