Ramiah
Pickett

Pfs Investments Inc

CRD#4853005
Investment Advisor
in Billings, MT

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About this Advisor

Ramiah Pickett is a certified financial planner working out of Billings, Montana with 1 year of industry experience. Pickett works at Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments Inc, Primerica Financial Services, At&T, Fed Ex and Spectrum/Charter Communications. Pickett maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to operate in Montana. Pfs Investments Inc is a financial advisory company based in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It oversees $7 billion in assets across its 56,552 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm offers portfolio management for individuals and small businesses. Financial management fees usually vary depending on which services the firm provides the client. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1327 Main St Ste 4B
Billings, MT 59105

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

MT Average: 58
Total Number of Accounts

56,552

MT Average: 1,608
Average Account Size

$125,337

MT Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Ramiah Pickett Work History

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

2022 - Present (2 years)

Spectrum/Charter Communications

2017 - Present (7 years)

Pfs Investments Inc

2013 - Present (11 years)

Primerica Financial Services

2019 - 2020 (1 year)

Fed Ex

2013 - 2013 (< 1 year)

Pfs Investments Inc

2013 - 2013 (< 1 year)

Primerica Financial Services

2013 - 2022 (9 years)

At&T

*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 Ramiah Pickett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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