James
Kent

Pfs Investments Inc

CRD#4105324
Investment Advisor
in Cincinnati, OH

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About this Advisor

James Kent is a financial advisor based in Cincinnati, Ohio who has 5 years of relevant experience. Kent is an employee of Pfs Investments Inc. The advisor has gained experience at Pfs Investments Inc, Internal Revenue Services and Primerica Financial Services. Kent has a Series 63 license, qualifying them as a securities representative, and is able to work in Ohio. Pfs Investments Inc is a financial advisory firm based in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 financial advisors. It controls $7 billion in assets under management between its 56,552 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial advisory fees usually are based on which service is offered. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4555 Lakeforest Drive #650
Cincinnati, OH 45242

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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

James Kent Work History

James has been registered as a financial advisor for 5 years.*

2008 - Present (16 years)

Internal Revenue Services

2000 - Present (24 years)

Pfs Investments Inc

1999 - Present (25 years)

Primerica Financial Services

*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 James Kent 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

John Hemken
Brookfield, WI
Gregory Mays
Baton Rouge, LA
Dina Rubakha
Hiawatha, IA
Alvin Hirata
Aiea, HI
Robert Mciver
Suwanee, GA
Rachael Pope
Duluth, GA
Walter Mcnall
Clifton Park, NY
Bradley Geltzer
Orlando, FL

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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