Mary
Fowler

Pfs Investments Inc

CRD#6446648
Investment Advisor
in Albuquerque, NM

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About this Advisor

Mary Fowler is a financial advisor working in Albuquerque, New Mexico with a total of 2 years of industry experience. Fowler is an advisor for Pfs Investments Inc. Over the course of their career, Fowler has held roles at Pfs Investments Inc, Primerica Financial Services, Organo Gold, Willbros Construction, Snow Dogs & Dirt Hogs LLC, Doterra Oils, Spring Creek Designs, Evergreen Electric Contractors, Wharff Lackey Accounting, Fresquez Companies and East Mountain Physical Therapy. Fowler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Mexico. Pfs Investments Inc is a registered investment company based out of 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 across its 56,552 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The company offers portfolio management for individuals and small businesses. Financial management fee schedules usually depend on the type of financial services offered. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6565 Americas Pkwy Ne Ste 200
Albuquerque, NM 87110

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NM Average: 58
Total Number of Accounts

56,552

NM Average: 1,608
Average Account Size

$125,337

NM Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Mary Fowler Work History

Mary has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

East Mountain Physical Therapy

2015 - Present (9 years)

Pfs Investments Inc

2014 - Present (10 years)

Primerica Financial Services

2019 - 2020 (1 year)

Fresquez Companies

2017 - 2019 (2 years)

Wharff Lackey Accounting

2016 - 2017 (1 year)

Evergreen Electric Contractors

2013 - 2013 (< 1 year)

Organo Gold

2012 - 2014 (2 years)

Willbros Construction

2011 - 2014 (3 years)

Snow Dogs & Dirt Hogs LLC

2011 - 2016 (5 years)

Doterra Oils

2010 - 2018 (8 years)

Spring Creek Designs

*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 Mary Fowler 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

Christopher Tiano
Albuquerque, NM
Malkah Glasgow
Valley Stream, NY
Mary Schulz
West Chester, OH
Bradley Geltzer
Orlando, FL
David Johnstun
Houston, TX
Hylton Davis
Orlando, FL
Brett Sowers
Rochester, MI
Walter Mcnall
Clifton Park, NY

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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