Christina
Lee

Pfs Investments Inc

CRD#6006447
Investment Advisor
in Youngstown, OH

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About this Advisor

Christina Lee is a financial advisor based in Youngstown, Ohio, with a total of 7 years of industry experience. Lee is an employee of Pfs Investments Inc. The advisor has gained experience at Shepherd Of The Valley, Home Maker, Primerica Financial Services and Pfs Investments Inc. Lee is able to advise clients in Ohio. Pfs Investments Inc is a financial advisory firm headquartered in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 financial advisors. It has $7 billion in total assets across its 56,552 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5437 Mahoning Ave Ste 4
Youngstown, OH 44515

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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

Christina Lee Work History

Christina has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Pfs Investments Inc

2013 - Present (11 years)

Shepherd Of The Valley

2011 - Present (13 years)

Primerica Financial Services

2000 - Present (24 years)

Home Maker

*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 Christina Lee 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

David Johnstun
Houston, TX
Julius Lee
Corpus Christi, TX
Francine Hollis
Cleveland, OH
Christopher Tiano
Albuquerque, NM
Walter Mcnall
Clifton Park, NY
Malkah Glasgow
Valley Stream, NY
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA

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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