Lee
Davis
Pfs Investments Inc
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About this Advisor
Lee Davis is a financial advisor who works out of Matthews, North Carolina who has 11 years of relevant experience. Davis is an employee of Pfs Investments Inc. Their career trajectory has included roles at Pfs Investments Inc and Primerica Financial Services. Davis holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Pfs Investments Inc is a registered investment firm that has its headquarters in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It administers $7 billion in assets under management across its 56,552 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business provides portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on which service is provided. However, fee types 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
Lee Davis Work History
Lee has been registered as a financial advisor for 11 years.*
Pfs Investments Inc
Primerica Financial 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 Lee Davis 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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Duluth, GA
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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.