Paul
Dussard

Pfs Investments Inc

CRD#5399759
Investment Advisor
in Saddle Brook, NJ

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About this Advisor

Paul Dussard is a financial advisor operating in Saddle Brook, New Jersey, with a total of 11 years of industry experience. Dussard is on the advisory team at Pfs Investments Inc. The advisor has gained experience at Pfs Investments Inc, Primerica Financial Services and Western Logistics, Inc. Dussard holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Pfs Investments Inc is a financial advisory business that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It handles $7 billion in assets under management among its 56,552 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. The firm offers portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on which service is provided. However, fees charged 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

300 N Midland Ave Ste 4-C
Saddle Brook, NJ 07663

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NJ Average: 58
Total Number of Accounts

56,552

NJ Average: 1,608
Average Account Size

$125,337

NJ Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Paul Dussard Work History

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

2007 - Present (17 years)

Pfs Investments Inc

2007 - Present (17 years)

Primerica Financial Services

2001 - Present (23 years)

Western Logistics,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 Paul Dussard 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

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Houston, TX
Malkah Glasgow
Valley Stream, NY
Francine Hollis
Cleveland, OH
Mary Schulz
West Chester, OH
Bradley Geltzer
Orlando, FL
Hylton Davis
Orlando, FL
Brett Sowers
Rochester, MI
Samantha Woodin
Sugar Grove, PA

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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