Brett
Werkheiser
Pfs Investments Inc
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About this Advisor
Brett Werkheiser is a financial advisor based in Charlotte, North Carolina, working with Pfs Investments Inc. Brett has previously held positions at Primerica Financial Services, Coordinated Health, Pfs Investments Inc, and Lehigh Valley Health Network. Brett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Brett is part of Pfs Investments Inc, which operates out of Charlotte, North Carolina. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Brett Werkheiser Work History
Lehigh Valley Health Network
Pfs Investments Inc
Primerica Financial Services
Coordinated Health
Disclosures
Please visit the SEC profile of Brett Werkheiser 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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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.
