Andrea
Gibson

Pfs Investments Inc

CRD#1488562
Investment Advisor
in Rochester, MI

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About this Advisor

Andrea Gibson is a financial advisor who works out of Rochester, Michigan. Gibson is an advisor for Pfs Investments Inc. Over the course of their career, they have held roles at Primerica Financial Services, Itc Holdings, Ciber and Pfs Investments Inc. Gibson holds Series 66, Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Pfs Investments Inc is a financial advisory company that has its headquarters in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in total assets between its 56,552 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are offered. However, fees charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1942 Star-Batt Drive Ste G
Rochester, MI 48309

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

MI Average: 58
Total Number of Accounts

56,552

MI Average: 1,608
Average Account Size

$125,337

MI Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrea Gibson Work History

Andrea has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Pfs Investments Inc

2020 - Present (4 years)

Primerica Financial Services

2015 - Present (9 years)

Itc Holdings

2013 - 2015 (2 years)

Ciber

*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 Andrea Gibson 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

Mary Schulz
West Chester, OH
Alvin Hirata
Aiea, HI
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA
Christopher Tiano
Albuquerque, NM
David Johnstun
Houston, TX
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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