Cheryl
Benway

Pfs Investments Inc

CRD#5789373
Investment Advisor
in Highland, MI

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About this Advisor

Cheryl Benway is a financial advisor operating in Highland, Michigan who has 11 years of relevant experience. Benway currently works for Pfs Investments Inc. The advisor has gained experience at Primerica Financial Services, Metro Medical Ambulances, Goodwill Industries Of Mid-Michigan, Pfs Investments Inc, Trillium Staffing, County Of Genesee, Ruth Mott Foundation, Kettering University and Trillium Staffing Assigned To Ruth Mott Foundation. Benway has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Pfs Investments Inc is a financial advisory company based out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It handles $7 billion in assets under management among its 56,552 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 client accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm provides portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on which services are offered. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1641 S Milford Road Ste A-101
Highland, MI 48357

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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

Cheryl Benway Work History

Cheryl has been registered as a financial advisor for 11 years.*

2021 - Present (3 years)

Trillium Staffing

2010 - Present (14 years)

Pfs Investments Inc

2009 - Present (15 years)

Primerica Financial Services

2022 - 2022 (< 1 year)

Kettering University

2022 - 2022 (< 1 year)

Trillium Staffing Assigned To Ruth Mott Foundation

2021 - 2021 (< 1 year)

Ruth Mott Foundation

2016 - 2020 (4 years)

County Of Genesee

2015 - 2016 (1 year)

Trillium Staffing

2014 - 2015 (1 year)

Goodwill Industries Of Mid-Michigan

2012 - 2014 (2 years)

Metro Medical Ambulances

2012 - 2014 (2 years)

Metro Medical Ambulances

*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 Cheryl Benway 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
Hylton Davis
Orlando, FL
Francine Hollis
Cleveland, OH
Bradley Geltzer
Orlando, FL
Christopher Tiano
Albuquerque, NM
David Johnstun
Houston, TX
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA

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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