Daniel
Marlow

Pfs Investments Inc

CRD#7181037
Investment Advisor
in Raleigh, NC

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About this Advisor

Daniel Marlow is a financial advisor who works in Raleigh, North Carolina who has 4 years of relevant experience. Marlow is on the advisory team at Pfs Investments Inc. Over the course of their career, Marlow has held roles at Grob, Manpower, Pfs Investments Inc, Primerica Financial Services and Manpower Of Lima. Marlow is able to operate in Ohio. Pfs Investments Inc is a registered investment firm that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It manages $7 billion in assets among its 56,552 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services are provided. Fees charged by Pfs Investments Inc typically consist of asset-based fees.

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2921-112 Wakefield Crossing
Raleigh, NC 27614

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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

Daniel Marlow Work History

Daniel has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Manpower Of Lima

2019 - Present (5 years)

Pfs Investments Inc

2019 - Present (5 years)

Primerica Financial Services

2013 - 2019 (6 years)

Grob

2012 - 2013 (1 year)

Manpower

*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 Daniel Marlow 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

Hylton Davis
Orlando, FL
Bobby Powers
Grayson, GA
Mary Schulz
West Chester, OH
Rachael Pope
Duluth, GA
Andrea Gibson
Rochester, MI
David Brown
Newtown, PA
Samantha Woodin
Sugar Grove, PA
Francine Hollis
Cleveland, 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 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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