Brian
Beaston

Pfs Investments Inc

CRD#5375828
Investment Advisor
in Findlay, OH

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About this Advisor

Brian Beaston is a financial advisor who works out of Findlay, Ohio, with a total of 11 years of industry experience. Beaston is on the advisory team at Pfs Investments Inc. During their career, Beaston has held roles at Seneca County, Pfs Investments, Inc, Primerica Financial Services, Aramark Facility Services and First Federal Bank Of The Midwest. Beaston is approved to serve investors in Ohio. Pfs Investments Inc is a firm that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It handles $7 billion in total assets between its 56,552 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 36 charitable organizations. Of its 56,552 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on which services are offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1318 N Main St
Findlay, OH 45840

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

OH Average: $3,570,121,308
Total Number of Employees

3,449

OH Average: 58
Total Number of Accounts

56,552

OH Average: 1,608
Average Account Size

$125,337

OH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brian Beaston Work History

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

2019 - Present (5 years)

First Federal Bank Of The Midwest

2007 - Present (17 years)

Pfs Investments, Inc

2007 - Present (17 years)

Primerica Financial Services

2015 - 2019 (4 years)

Aramark Facility Services

2012 - 2015 (3 years)

Seneca County

*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 Brian Beaston 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

Joseph Catanzarite
Hauppauge, NY
Adam Herndon
Duluth, GA
Matthew White
Jacksonville, FL
Christopher Tiano
Albuquerque, NM
Brianna Thomas
Columbus, OH
Jatzel Gonzalez
Smyrna, GA
Hylton Davis
Orlando, FL
Alvin Hirata
Aiea, HI

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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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