Francine
Hollis

Pfs Investments Inc

CRD#6249692
Investment Advisor
in Cleveland, OH

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About this Advisor

Francine Hollis is a financial advisor operating out of Cleveland, Ohio, with a total of 8 years of relevant experience. Hollis currently works for Pfs Investments Inc. Their career trajectory has included roles at Pfs Investments Inc, Primerica Financial Services and Ashland Theological Seminary. Hollis is registered to advise clients in Ohio. Pfs Investments Inc is a financial advisory business operating out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 people on staff. It handles $7 billion in assets under management across its 56,552 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The firm offers portfolio management for individuals and small businesses. Financial management fee schedules largely depend on the services provided. However, fees charged by Pfs Investments Inc typically consist of asset-based fees.

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5241 Wilson Mills Rd Ste 27
Cleveland, OH 44143

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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

Francine Hollis Work History

Francine has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Pfs Investments Inc

2013 - Present (11 years)

Primerica Financial Services

2013 - 2015 (2 years)

Ashland Theological Seminary

*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 Francine Hollis 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

Leeza Snyderman
Duluth, GA
Debra Greene Sinclair
Valley Stream, NY
Robert Mciver
Suwanee, GA
Gregory Mays
Baton Rouge, LA
Ramiah Pickett
Billings, MT
Christopher Bryant
Duluth, GA
Charles Swope
York, PA
Rachael Pope
Duluth, GA

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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