Rebecca
Barbe

Pfs Investments Inc

CRD#6409345
Investment Advisor
in Cleveland, OH

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About this Advisor

Rebecca Barbe is a financial advisor who works out of Cleveland, Ohio with a total of 8 years of relevant experience. Barbe is an advisor for Pfs Investments Inc. Barbe has gained experience at The Dicello Law Firm, Primerica Financial Services, Pfs Investments Inc, Kinetico Inc and Red Oak Camp. Barbe is able to operate in Ohio. Pfs Investments Inc is a registered investment company headquartered in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in assets under management between its 56,552 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees for financial advice usually depend on the financial services. 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

679 Alpha Dr Ste F
Cleveland, OH 44143

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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

Rebecca Barbe Work History

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

2017 - Present (7 years)

Red Oak Camp

2015 - Present (9 years)

Kinetico Inc

2014 - Present (10 years)

Primerica Financial Services

2014 - Present (10 years)

Pfs Investments Inc

2007 - 2014 (7 years)

The Dicello Law Firm

*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 Rebecca Barbe 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

Joseph Beebe
Milan, OH
David Brown
Newtown, PA
Alexander Hung Van
Pomona, CA
Brianna Thomas
Columbus, OH
Jatzel Gonzalez
Smyrna, GA
Reginald Newsome
San Antonio, TX
Leeza Snyderman
Duluth, GA
Andrea Gibson
Rochester, MI

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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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