Alisha
Gil
Pfs Investments Inc
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About this Advisor
Alisha Gil is a financial advisor based out of Dayton, Ohio with a total of 4 years of industry experience. Gil currently works for Pfs Investments Inc. During their career, Gil has held roles at Pfs Investments Inc, Primerica Financial Services, University Of Cincinnati Medical Center, University Of Cincinnati Medical Center Thru Next Medical, Grandview Medical Center, Southview Medical Center, Wright State University and Dayton Va Medical Center. Gil has a Series 63 license, which qualifies them as a securities agent, and is registered to operate in Ohio. Pfs Investments Inc is a registered investment firm headquartered in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 people on staff. It administers $7 billion in total assets across its 56,552 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the type of services offered. However, 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
Alisha Gil Work History
Alisha has been registered as a financial advisor for 4 years.*
Primerica Financial Services
Pfs Investments Inc
Dayton Va Medical Center
University Of Cincinnati Medical Center
University Of Cincinnati Medical Center Thru Next Medical
Grandview Medical Center
Southview Medical Center
Wright State University
*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 Alisha Gil 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
Albuquerque, NM
Rochester, MI
Hiawatha, IA
West Chester, OH
Houston, TX
Orlando, FL
Duluth, GA
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.
