Douglas
Gentry

Pfs Investments Inc

CRD#1958376
Investment Advisor
in Kansas City, MO

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About this Advisor

Douglas Gentry is a financial advisor based out of Kansas City, Missouri who has 10 years of relevant experience. Gentry currently works for Pfs Investments Inc. Over the course of their career, Gentry has held roles at Primerica Financial Services and Pfs Investments Inc. Gentry maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Missouri. Pfs Investments Inc is a firm that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in assets under management between its 56,552 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 36 charities and foundations. Of its 56,552 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers portfolio management for individuals and small businesses. Financial advisory fees depend on the type of services provided. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2301 Burlington St Ste 230A
Kansas City, MO 64116

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

MO Average: 58
Total Number of Accounts

56,552

MO Average: 1,608
Average Account Size

$125,337

MO Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Douglas Gentry Work History

Douglas has been registered as a financial advisor for 10 years.*

1989 - Present (35 years)

Primerica Financial Services

1989 - Present (35 years)

Pfs Investments Inc

*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 Douglas Gentry 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
David Johnstun
Houston, TX
Walter Mcnall
Clifton Park, NY
Samantha Woodin
Sugar Grove, PA
Rachael Pope
Duluth, GA
Mary Schulz
West Chester, OH
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ

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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