Mary
Schulz

Pfs Investments Inc

CRD#6152565
Investment Advisor
in West Chester, OH

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About this Advisor

Mary Schulz is a financial advisor working out of West Chester, Ohio, who has 8 years of relevant experience. Schulz is currently employed by Pfs Investments Inc. The advisor has gained experience at Pfs Investments Inc, Primerica Financial Services, Dynamic Pension Services and Nationwide Investment Services Corp. Schulz is approved to work in Ohio. Pfs Investments Inc is a company headquartered in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 financial advisors. It controls $7 billion in assets across its 56,552 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The company offers portfolio management for individuals and small businesses. Financial management fees usually are based on which services the firm provides the client. However, 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

7606 Tylers Place Blvd Ste 100-C
West Chester, OH 45069

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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

Mary Schulz Work History

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

2014 - Present (10 years)

Pfs Investments Inc

2013 - Present (11 years)

Primerica Financial Services

2013 - 2021 (8 years)

Dynamic Pension Services

2013 - 2013 (< 1 year)

Nationwide Investment Services Corp

*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 Mary Schulz 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

Hylton Davis
Orlando, FL
Malkah Glasgow
Valley Stream, NY
Mary Schulz
West Chester, OH
David Johnstun
Houston, TX
Walter Mcnall
Clifton Park, NY
Brett Sowers
Rochester, MI
Rachael Pope
Duluth, GA
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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