Garrett
Rothwell

Pfs Investments Inc

CRD#6442284
Investment Advisor
in Dayton, OH

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About this Advisor

Garrett Rothwell is a financial advisor who works out of Dayton, Ohio who has 8 years of relevant experience. Rothwell is an advisor for Pfs Investments Inc. Over the course of their career, they have held roles at Primerica Financial Services, Pfs Investments Inc, Infiniti Of Dayton and Centerville High School. Rothwell is approved to serve investors in Ohio. Pfs Investments Inc is a company that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It controls $7 billion in assets between its 56,552 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the financial services provided. Fee types billed 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

8220 Washington Village Dr
Dayton, OH 45458

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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

Garrett Rothwell Work History

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

2015 - Present (9 years)

Pfs Investments Inc

2014 - Present (10 years)

Primerica Financial Services

2014 - 2015 (1 year)

Infiniti Of Dayton

2010 - 2014 (4 years)

Centerville High School

*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 Garrett Rothwell 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

Dina Rubakha
Hiawatha, IA
John Hemken
Brookfield, WI
Walter Mcnall
Clifton Park, NY
Samantha Woodin
Sugar Grove, PA
Rachael Pope
Duluth, GA
Andrea Gibson
Rochester, MI
Bradley Geltzer
Orlando, FL
Esther White
Avondale, AZ

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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