Cody
Rachau
Pfs Investments Inc
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About this Advisor
Cody Rachau is a financial advisor based out of Huntersville, North Carolina with 5 years of relevant experience. Rachau is an employee of Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments Inc and Primerica Finanical Services. Rachau holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Pfs Investments Inc is a company headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 people on staff. It administers $7 billion in total assets among its 56,552 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which service is provided. Fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Cody Rachau Work History
Cody has been registered as a financial advisor for 5 years.*
Pfs Investments Inc
Primerica Finanical 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.
Disclosures
Please visit the SEC profile of Cody Rachau 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.
