Carla
Buxa

Pfs Investments Inc

CRD#4066135
Investment Advisor
in Santa Fe, NM

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About this Advisor

Carla Buxa is a financial advisor based in Santa Fe, New Mexico, working with Pfs Investments Inc. Carla has previously held positions at St. Brigid Catholic Church, Pfs Investments, Inc, and Primerica Financial Services. Carla has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Carla is part of Pfs Investments Inc, which operates out of Santa Fe, New Mexico. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

700 W San Mateo Rd Ste B
Santa Fe, NM 87505

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

NM Average: 58
Total Number of Accounts

59,808

NM Average: 1,608
Average Account Size

$141,486

NM Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Carla Buxa Work History

2020 - Present (4 years)

St.Brigid Catholic Church

1999 - Present (25 years)

Pfs Investments, Inc

1998 - Present (26 years)

Primerica Financial Services

Disclosures

Please visit the SEC profile of Carla Buxa 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

Jillian Cavanaugh
Manchester, NH
Eugenia Ritvin
Doylestown, PA
Micah Wood
Meridian, ID
Kimberly Devries
Surprise, AZ
Janelle Pruett
Belfair, WA
Andrew Arthur
Urbandale, IA
Alden Small
Horn Lake, MS
Josue Comulada Otero
Guaynabo, PR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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