Timothy
Malone

Pfs Investments Inc

CRD#7157895
Investment Advisor
in Stow, OH

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About this Advisor

Timothy Malone is a financial advisor based in Stow, Ohio, working with Pfs Investments Inc. Timothy has previously held positions at Pfs Investments Inc, Primerica Financial Services, Verizon Wireless, and Rockford Public School District. Timothy has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Timothy is part of Pfs Investments Inc, which operates out of Stow, 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

Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3924 Clock Pointe Trl Ste 107-B
Stow, OH 44224

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

OH Average: $3,570,121,308
Total Number of Employees

3,590

OH Average: 58
Total Number of Accounts

59,808

OH Average: 1,608
Average Account Size

$141,486

OH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Timothy Malone Work History

2022 - Present (2 years)

Verizon Wireless

2019 - Present (5 years)

Pfs Investments Inc

2018 - Present (6 years)

Primerica Financial Services

2015 - 2019 (4 years)

Verizon Wireless

2012 - 2015 (3 years)

Rockford Public School District

Disclosures

Please visit the SEC profile of Timothy Malone 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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Janelle Pruett
Belfair, WA
Andrew Arthur
Urbandale, IA
Alden Small
Horn Lake, MS
Josue Comulada Otero
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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.

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