Pfs Investments Inc
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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
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Pfs Investments Inc Brokerage Details
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.*
Pfs Investments Inc
St Josephs Provincial House
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
Clifton Park, NY
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 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.