Toni
Clark
Pfs Investments Inc
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About this Advisor
Toni Clark is a financial advisor based out of New Rochelle, New York who has 1 year of relevant experience. Clark is an employee of Pfs Investments Inc. Their career trajectory has included roles at Jp Morgan Chase, New York Life Insurance Co, Nylife Securities LLC, Metlife Securities Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Metlife /Blue Ocean, Primerica Financial Services, Pfs Investments Inc, Intuit and Tclark Tax Service. Clark holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Pfs Investments Inc is an advisory business headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in assets across its 56,552 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Toni Clark Work History
Toni has been registered as a financial advisor for 1 years.*
Pfs Investments Inc
Primerica Financial Services
Intuit
Tclark Tax Service
Mml Investors Services, LLC
Massmutual Life Insurance Company
New York Life Insurance Co
Nylife Securities LLC
Metlife /Blue Ocean
Metlife Securities Inc
Jp Morgan Chase
*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 Toni Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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