Carol
Briggs

Pfs Investments Inc

CRD#6916582
Investment Advisor
in North Royalton, OH

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About this Advisor

Carol Briggs is a financial advisor based in North Royalton, Ohio, working with Pfs Investments Inc. Carol has previously held positions at Pfs Investments Inc, Primerica Financial Services, Malleys Chocolates, Dr. Radulovich, Dr. Lecky, and Veterans Administration. Carol is registered to provide services in Ohio. Currently, Carol is part of Pfs Investments Inc, which operates out of North Royalton, Ohio. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

11456 State Rd. Suite #3
North Royalton, OH 44133

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

OH Average: 58
Total Number of Accounts

59,808

OH Average: 1,608
Average Account Size

$141,486

OH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Carol Briggs Work History

2023 - Present (1 year)

Veterans Administration

2020 - Present (4 years)

Dr. Lecky

2018 - Present (6 years)

Pfs Investments Inc

2017 - Present (7 years)

Primerica Financial Services

2008 - Present (16 years)

Malleys Chocolates

2008 - Present (16 years)

Dr. Radulovich

Disclosures

Please visit the SEC profile of Carol Briggs 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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Clay Schweitzer
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Alden Small
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Derek Hill
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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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