Darrell
Williams

Pfs Investments Inc

CRD#4331173
Investment Advisor
in Middletown, NY

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About this Advisor

Darrell Williams is a financial advisor operating out of Middletown, New York who has 2 years of relevant experience. Williams works at Pfs Investments Inc. During their career, Williams has held roles at Pfs Investments Inc, Primerica Financial Services and Nyc Department Of Sanitation. Williams has a Series 63 license, qualifying them as a securities agent, and can work in New York. Pfs Investments Inc is an advisory company operating out of Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It oversees $7 billion in assets under management between its 56,552 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial advisory fees typically depend 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

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2277 Goshen Trpk Bldg B
Middletown, NY 10941

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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

Darrell Williams Work History

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

2000 - Present (24 years)

Pfs Investments Inc

1999 - Present (25 years)

Primerica Financial Services

1985 - 2017 (32 years)

Nyc Department Of Sanitation

*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 Darrell Williams 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

Robert Mciver
Suwanee, GA
Leeza Snyderman
Duluth, GA
Julius Lee
Corpus Christi, TX
John Hemken
Brookfield, WI
Rachael Pope
Duluth, GA
Gregory Mays
Baton Rouge, LA
Andrea Gibson
Rochester, MI
Bradley Geltzer
Orlando, FL

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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