Charles
Swope
Pfs Investments Inc
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About this Advisor
Charles Swope is a financial advisor based in York, Pennsylvania who has 2 years of relevant experience. Swope is on the advisory team at Pfs Investments Inc. Swope has gained experience at Pfs Investments Inc, Lyneer Staffing, Primerica Financial Services, Bit Of Britain, Milliken Millwork, Randstand and Swope Financial Partners. Swope maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Pfs Investments Inc is an advisory business that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in assets across its 56,552 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial management fees usually depend on the services offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Charles Swope Work History
Charles has been registered as a financial advisor for 2 years.*
Swope Financial Partners
Pfs Investments Inc
Primerica Financial Services
Randstand
Lyneer Staffing
Bit Of Britain
Milliken Millwork
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Swope 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 4/16/2023. 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.
