Margaret
George

Pfs Investments Inc

CRD#2636693
Investment Advisor
in Canton, OH

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About this Advisor

Margaret George is a financial advisor working out of Canton, Ohio who has 7 years of relevant experience. George currently works for Pfs Investments Inc. During their career, George has held roles at Primerica Financial Services and Pfs Investments Inc. George holds a Series 63 license, designating them as a securities representative, and is registered to advise clients in Ohio. Pfs Investments Inc is a financial advisory firm operating out of Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It handles $7 billion in assets under management among its 56,552 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 56,552 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on the type of financial services offered. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4445 20Th St Nw Unit A
Canton, OH 44708

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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

Margaret George Work History

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

1995 - Present (29 years)

Pfs Investments Inc

1994 - Present (30 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 Margaret George 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

Alvin Hirata
Aiea, HI
John Hemken
Brookfield, WI
Walter Mcnall
Clifton Park, NY
David Johnstun
Houston, TX
Rachael Pope
Duluth, GA
Andrea Gibson
Rochester, MI
Brett Sowers
Rochester, MI
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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