Robert
Eyrich

Pfs Investments Inc

CRD#5203271
Investment Advisor
in Dayton, OH

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About this Advisor

Robert Eyrich is a financial advisor who works in Dayton, Ohio with 10 years of industry experience. Eyrich is currently employed by Pfs Investments Inc. During their career, Eyrich has held roles at Pfs Investments Inc, Primerica Financial Services and Pesystems Inc. Eyrich maintains a Series 63 license, certifying them as a securities representative, and is registered to work in Ohio. Pfs Investments Inc is an advisory business operating out of Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It has $7 billion in assets across its 56,552 accounts, making it one of the biggest financial advisory firms in the United States 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 individuals who have greater than $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which service is provided. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8529 N Dixie Dr Ste 325
Dayton, OH 45414

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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

Robert Eyrich Work History

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

2006 - Present (18 years)

Pfs Investments Inc

2006 - Present (18 years)

Primerica Financial Services

2010 - 2022 (12 years)

Pesystems Inc

*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 Robert Eyrich 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

Francine Hollis
Cleveland, OH
David Johnstun
Houston, TX
Walter Mcnall
Clifton Park, NY
Samantha Woodin
Sugar Grove, PA
Bradley Geltzer
Orlando, FL
Christopher Tiano
Albuquerque, NM
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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