Victoria
Carroll

Pfs Investments Inc

CRD#7084256
Investment Advisor
in Findlay, OH

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About this Advisor

Victoria Carroll is a financial advisor based in Findlay, Ohio, working with Pfs Investments Inc. Victoria has previously held positions at Pfs Investment Inc, Primerica Financial Services, Lima Municipal Court, Allen County Engineer's Office, Ohio State University (Lima Campus), Range Kleen Manufacturing, Gifts Of Joy Parable Christian Store, Osu Lima Academic Advising, Swiss Country Market, and Brian Stark. Victoria has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Victoria is part of Pfs Investments Inc, which operates out of Findlay, 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

1318 N Main St
Findlay, OH 45840

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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

Victoria Carroll Work History

2021 - Present (3 years)

Brian Stark

2019 - Present (5 years)

Pfs Investment Inc

2015 - Present (9 years)

Primerica Financial Services

2018 - 2021 (3 years)

Lima Municipal Court

2017 - 2018 (1 year)

Allen County Engineer'S Office

2016 - 2017 (1 year)

Range Kleen Manufacturing

2015 - 2016 (1 year)

Range Kleen Manufacturing

2015 - 2015 (< 1 year)

Range Kleen Manufacturing

2014 - 2017 (3 years)

Ohio State University (Lima Campus)

2014 - 2015 (1 year)

Osu Lima Academic Advising

2014 - 2014 (< 1 year)

Swiss Country Market

2013 - 2016 (3 years)

Gifts Of Joy Parable Christian Store

Disclosures

Please visit the SEC profile of Victoria Carroll 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

Andrew Arthur
Urbandale, IA
Keith Delaporte
Alpharetta, GA
Kimberly Devries
Surprise, AZ
Jillian Cavanaugh
Manchester, NH
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Josue Comulada Otero
Guaynabo, PR

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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