Tiffany
Carra

Pfs Investments Inc

CRD#6780634
Investment Advisor
in Oakland, NJ

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About this Advisor

Tiffany Carra is a financial advisor operating in Oakland, New Jersey with a total of 4 years of relevant experience. Carra is an advisor for Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments Inc, Primerica Financial Services, Rutgers University, Bridgewater Raritan Hs and Dual Mark Inc. Carra maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New Jersey. Pfs Investments Inc is an advisory firm that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It handles $7 billion in total assets between its 56,552 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company provides portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

169 Ramapo Valley Rd Suite Ll100
Oakland, NJ 07436

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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

Tiffany Carra Work History

Tiffany has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Dual Mark Inc

2017 - Present (7 years)

Pfs Investments Inc

2016 - Present (8 years)

Primerica Financial Services

2014 - Present (10 years)

Rutgers University

2010 - 2014 (4 years)

Bridgewater Raritan Hs

*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 Tiffany Carra 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

Francine Hollis
Cleveland, OH
David Johnstun
Houston, TX
Brett Sowers
Rochester, MI
Walter Mcnall
Clifton Park, NY
Mary Schulz
West Chester, OH
Christopher Tiano
Albuquerque, NM
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA

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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