Pfs Investments Inc
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About this Advisor
Richard Santoro is a financial advisor who works in Copiague, New York who has 2 years of industry experience. Santoro works at Pfs Investments Inc. Throughout their career, they have worked at Primerica Financial Services and Pfs Investments Inc. Santoro holds a Series 63 license, designating them as a securities representative, and is approved to work in New York. Pfs Investments Inc is a business that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in assets under management between its 56,552 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the services offered. However, fee types charged 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
Richard Santoro Work History
Richard 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 Richard Santoro 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
Baton Rouge, LA
West Chester, OH
Corpus Christi, TX
Clifton Park, NY
Sugar Grove, PA
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.