Pfs Investments Inc

Investment Advisor
in Clifton Park, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Walter Mcnall is a financial advisor based out of Clifton Park, New York, with a total of 2 years of relevant experience. Mcnall is currently employed by Pfs Investments Inc. The advisor has gained experience at Pfs Investments Inc, St Josephs Provincial House and Primerica Financial Services. Mcnall maintains a Series 63 license, which qualifies them as a securities broker, and is registered to serve investors in New York. Pfs Investments Inc is an advisory company based out of Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It controls $7 billion in assets among its 56,552 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The company provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services the firm provides the client. 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

258 Ushers Rd Ste 202
Clifton Park, NY 12065

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pfs Investments Inc Brokerage Details

Total Assets Under Management


NY Average: $3,570,121,308
Total Number of Employees


NY Average: 58
Total Number of Accounts


NY Average: 1,608
Average Account Size


NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Walter Mcnall Work History

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

2014 - Present (10 years)

Pfs Investments Inc

2013 - Present (11 years)

St Josephs Provincial House

2013 - Present (11 years)

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 Walter Mcnall 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

Malkah Glasgow
Valley Stream, NY
Gregory Mays
Baton Rouge, LA
Hylton Davis
Orlando, FL
Christopher Tiano
Albuquerque, NM
Julius Lee
Corpus Christi, TX
John Hemken
Brookfield, WI
David Johnstun
Houston, TX
Mary Schulz
West Chester, OH

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started