Lee
Davis

Pfs Investments Inc

CRD#2532586
Investment Advisor
in Matthews, NC

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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

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

624 Matthews Mint Hill Rd Ste 108
Matthews, NC 28105

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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

Lee Davis Work History

Lee has been registered as a financial advisor for 11 years.*

1994 - Present (30 years)

Pfs Investments Inc

1994 - Present (30 years)

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.

Financial Advisors at Primerica Advisors

Samantha Woodin
Sugar Grove, PA
Constantin Azman
Hiawatha, IA
Walter Mcnall
Clifton Park, NY
Rachael Pope
Duluth, GA
Bradley Geltzer
Orlando, FL
Robert Mciver
Suwanee, GA
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ

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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