Charles
Daugherty
Pfs Investments Inc
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About this Advisor
Charles Daugherty is a financial advisor based in Dayton, Ohio, working with Pfs Investments Inc. Charles has previously held positions at Pfs Investments Inc, Montgomery County, Tri-County North Schools, Brookville Local Schools, National Trails Schools, and Primerica Financial Services. Charles has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Charles is part of Pfs Investments Inc, which operates out of Dayton, 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Charles Daugherty Work History
Pfs Investments Inc
Primerica Financial Services
Montgomery County
Tri-County North Schools
Brookville Local Schools
National Trails Schools
Disclosures
Please visit the SEC profile of Charles Daugherty 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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.
