Teresa
Milner
Pfs Investments Inc
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About this Advisor
Teresa Milner is a financial advisor based in Columbus, Ohio, working with Pfs Investments Inc. Teresa has previously held positions at Pfs Investments Inc, Primerica Financial Services, Caregiver For Dad (Alzheimer's), St. Mary School, Delaware City School, and Marion Grant Middle School. Teresa has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Teresa is part of Pfs Investments Inc, which operates out of Columbus, 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.
Certifications and Registrations
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
Teresa Milner Work History
Delaware City School
Marion Grant Middle School
Pfs Investments Inc
Primerica Financial Services
Caregiver For Dad (Alzheimer'S)
St. Mary School
Disclosures
Please visit the SEC profile of Teresa Milner 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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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.
