Christopher
Robinson

Pfs Investments Inc

CRD#5668154
Investment Advisor
in Charlotte, NC

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About this Advisor

Christopher Robinson is a financial advisor who works out of Charlotte, North Carolina with a total of 1 year of relevant experience. Robinson is currently employed by Pfs Investments Inc. Throughout their career, Robinson has worked at The Vanguard Group, Inc, Valic Financial Advisors, Allegheny Technologies Inc, Pfs Investments Inc and Primerica Financial Services. Robinson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Pfs Investments Inc is a financial advisory firm based in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It has $7 billion in total assets among its 56,552 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. A financial advisor's fees depend on which services the firm provides the client. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

9700 Research Dr Suite 114
Charlotte, NC 28262

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NC Average: 58
Total Number of Accounts

56,552

NC Average: 1,608
Average Account Size

$125,337

NC Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Christopher Robinson Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pfs Investments Inc

2015 - Present (9 years)

Primerica Financial Services

2014 - Present (10 years)

Allegheny Technologies Inc

2021 - 2022 (1 year)

The Vanguard Group, Inc

2011 - 2014 (3 years)

Valic Financial Advisors

*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 Christopher Robinson 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

Christopher Tiano
Albuquerque, NM
Alexander Hung Van
Pomona, CA
Dina Rubakha
Hiawatha, IA
Francine Hollis
Cleveland, OH
Rachael Pope
Duluth, GA
Constantin Azman
Hiawatha, IA
Esther White
Avondale, AZ
Walter Mcnall
Clifton Park, NY

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 profile-compliance@smartasset.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.

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