Jillian
Cavanaugh
Pfs Investments Inc
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About this Advisor
Jillian Cavanaugh is a financial advisor who works out of Concord, New Hampshire with 1 year of industry experience. Cavanaugh is on the advisory team at Pfs Investments Inc. Cavanaugh has gained experience at Pfs Investments Inc, Primerica Financial Services, United States Army, Nichols Funeral Home, New England School Of Photography, Unemployed - On Military Orders, Law Office Of Robert G. Peterson and Camp Southern Ground. Cavanaugh has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in New Hampshire. Pfs Investments Inc is a registered investment company that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 people on staff. It handles $7 billion in assets across its 56,552 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 56,552 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services are offered. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jillian Cavanaugh Work History
Jillian has been registered as a financial advisor for 1 years.*
Pfs Investments Inc
Primerica Financial Services
Camp Southern Ground
United States Army
Nichols Funeral Home
New England School Of Photography
Unemployed - On Military Orders
Law Office Of Robert G. Peterson
Unemployed - On Military Orders
United States Army
United States Army
United States Army
*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 Jillian Cavanaugh 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
York, PA
Milan, OH
Albuquerque, NM
Houston, TX
Brookfield, WI
Suwanee, GA
Sugar Grove, PA
Cleveland, OH
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.
