Cordel
Bryan

Pfs Investments Inc

CRD#5742242
Investment Advisor
in Lynbrook, NY

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About this Advisor

Cordel Bryan is a financial advisor who works in Lynbrook, New York with 2 years of relevant experience. Bryan is an employee of Pfs Investments Inc. During their career, Bryan has held roles at Primerica Financial Services and Pfs Investments Inc. Bryan holds a Series 63 license, qualifying them as a securities agent, and is able to work in New York. Pfs Investments Inc is an advisory business that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It administers $7 billion in assets under management across its 56,552 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial advisory fees largely are based on which service is offered. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

25 Atlantic Avenue
Lynbrook, NY 11563

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NY Average: 58
Total Number of Accounts

56,552

NY Average: 1,608
Average Account Size

$125,337

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Cordel Bryan Work History

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

2010 - Present (14 years)

Pfs Investments Inc

2008 - Present (16 years)

Primerica Financial Services

*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 Cordel Bryan 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
Alvin Hirata
Aiea, HI
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA
Rachael Pope
Duluth, GA
David Johnstun
Houston, TX
Bradley Geltzer
Orlando, FL
Esther White
Avondale, AZ

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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