Shaun
Cooper
Pfs Investments Inc
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About this Advisor
Shaun Cooper is a financial advisor based in Mentor, Ohio, working with Pfs Investments Inc. Shaun has previously held positions at Primerica Financial Services, Pfs Investments Inc, Kiehls Garage Inc, and Akron Public Schools. Shaun is registered to provide services in Ohio. Currently, Shaun is part of Pfs Investments Inc, which operates out of Mentor, Ohio. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Shaun Cooper Work History
Akron Public Schools
Pfs Investments Inc
Primerica Financial Services
Kiehls Garage Inc
Disclosures
Please visit the SEC profile of Shaun Cooper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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.
