Mark
West

Pfs Investments Inc

CRD#5523097
Investment Advisor
in Dayton, OH

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About this Advisor

Mark West is a financial advisor working out of Dayton, Ohio, with 10 years of relevant experience. West is an employee of Pfs Investments Inc. Over the course of their career, West has held roles at Pfs Investments Inc and Primerica Financial Services. West is approved to work in Ohio. Pfs Investments Inc is an advisory firm based in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 people on staff. It handles $7 billion in assets under management among its 56,552 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 36 charities and foundations. Of its 56,552 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees charged by Pfs Investments Inc typically consist of asset-based fees.

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7026 Corporate Way Ste 200
Dayton, OH 45459

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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

Mark West Work History

Mark has been registered as a financial advisor for 10 years.*

2008 - Present (16 years)

Pfs Investments Inc

2008 - Present (16 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 Mark West 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
Brianna Thomas
Columbus, OH
Mary Schulz
West Chester, OH
Hylton Davis
Orlando, FL
Gregory Mays
Baton Rouge, LA
Robert Robinette
Aurora, CO
Brett Sowers
Rochester, MI
Samantha Woodin
Sugar Grove, PA

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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