Timothy
Caulder

Pfs Investments Inc

CRD#5447380
Investment Advisor
in Edmond, OK

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Caulder is a financial advisor based in Edmond, Oklahoma, working with Pfs Investments Inc. Timothy has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, New Hanover County, Navy Federal Brokerage Services, LLC, Navy Federal Financial Group, LLC, United States Navy, Pfs Investments Inc, Primerica Financial Services, and United States Navy Reserve. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Timothy is part of Pfs Investments Inc, which operates out of Edmond, Oklahoma. 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, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3208 Teakwood Ln Suite 102
Edmond, OK 73013

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

OK Average: 58
Total Number of Accounts

59,808

OK Average: 1,608
Average Account Size

$141,486

OK Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Timothy Caulder Work History

2023 - Present (2 years)

Pfs Investments Inc

2022 - Present (3 years)

Primerica Financial Services

2021 - 2021 (< 1 year)

Navy Federal Brokerage Services, LLC

2021 - 2021 (< 1 year)

Navy Federal Financial Group, LLC

2021 - 2022 (1 year)

United States Navy Reserve

2015 - 2020 (5 years)

United States Navy

2014 - 2015 (1 year)

Wells Fargo Advisors, LLC

2014 - 2015 (1 year)

Wells Fargo Bank Na

2013 - 2014 (1 year)

New Hanover County

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Timothy Caulder 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

Heather Horan
Duluth, GA
Eugenia Ritvin
Doylestown, PA
Kimberly Devries
Surprise, AZ
Andrew Arthur
Urbandale, IA
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started