Pfs Investments Inc
About this Advisor
Robert Ellington-Montes is a financial advisor operating in Missoula, Montana, who has been in the advisory business for 15 years. Ellington-Montes works at Pfs Investments Inc. Ellington-Montes has gained experience at Pfs Investments Inc, Us Army, Ase Technology and Primerica Financial Services. Ellington-Montes holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Montana. Pfs Investments Inc is a registered investment company that has its headquarters in Missoula, Montana. The investment advisory business has offices in 1,834 locations and a total of 3,698 advisors. It manages $4 billion in total assets between its 34,469 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 16 charitable organizations. Of its 34,469 accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's 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
Years of Experience
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Pfs Investments Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Robert Ellington-Montes Work History
Robert has 15 years of experience.
Pfs Investments Inc
Primerica Financial Services
Robert Ellington-Montes has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Primerica Advisors