Brett
Werkheiser

Pfs Investments Inc

CRD#6983533
Investment Advisor
in Charlotte, NC

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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

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

15720 Brixham Hill Ave Ste 300
Charlotte, NC 28277

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

NC Average: 58
Total Number of Accounts

59,808

NC Average: 1,608
Average Account Size

$141,486

NC Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brett Werkheiser Work History

2020 - Present (4 years)

Lehigh Valley Health Network

2019 - Present (5 years)

Pfs Investments Inc

2018 - Present (6 years)

Primerica Financial Services

2010 - Present (14 years)

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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Janelle Pruett
Belfair, WA
Clay Schweitzer
Gillette, WY
Alden Small
Horn Lake, MS
Derek Hill
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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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