Pfs Investments Inc
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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
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Pfs Investments Inc Brokerage Details
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.*
Pfs Investments Inc
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.
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
West Chester, OH
Sugar Grove, PA
Valley Stream, 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 email@example.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.