Sandra
Gonzalez

Pfs Investments Inc

CRD#4199346
Investment Advisor
in Tarrytown, NY

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About this Advisor

Sandra Gonzalez is a financial advisor who works out of Tarrytown, New York who has 2 years of relevant experience. Gonzalez is an advisor for Pfs Investments Inc. During their career, Gonzalez has held roles at Primerica Financial Services and Pfs Investments Inc. Gonzalez holds a Series 63 license, designating them as a securities broker, and can operate in New York. Pfs Investments Inc is a company headquartered in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in assets between its 56,552 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are offered. Fees 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

303 S Broadway Ste 210
Tarrytown, NY 10591

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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

Sandra Gonzalez Work History

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

2017 - Present (7 years)

Pfs Investments Inc

2000 - Present (24 years)

Primerica Financial Services

2000 - 2016 (16 years)

Pfs Investments Inc

*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 Sandra Gonzalez 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
Hylton Davis
Orlando, FL
Dina Rubakha
Hiawatha, IA
Francine Hollis
Cleveland, OH
Rachael Pope
Duluth, GA
David Johnstun
Houston, TX
Walter Mcnall
Clifton Park, NY
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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