Christopher
Crail

Pfs Investments Inc

CRD#6134572
Investment Advisor
in Ambler, PA

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About this Advisor

Christopher Crail is a financial advisor based in Ambler, Pennsylvania, working with Pfs Investments Inc. Christopher has previously held positions at Pfs Investments Inc, Primerica Financial Services, Bj'S Wholesale Club, Georges Dreshertown Shop N Bag, Bucks County Community College, Manufacturers Golf Country Club, and Penn State Abington. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Christopher is part of Pfs Investments Inc, which operates out of Ambler, Pennsylvania. 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 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1012 N Bethlehem Pike Ste 203-1
Ambler, PA 19002

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

PA Average: 58
Total Number of Accounts

59,808

PA Average: 1,608
Average Account Size

$141,486

PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Christopher Crail Work History

2021 - Present (3 years)

Penn State Abington

2012 - Present (12 years)

Pfs Investments Inc

2011 - Present (13 years)

Primerica Financial Services

2021 - 2022 (1 year)

Manufacturers Golf Country Club

2015 - 2021 (6 years)

Bucks County Community College

2013 - 2015 (2 years)

Georges Dreshertown Shop N Bag

2009 - 2015 (6 years)

Bj'S Wholesale Club

Disclosures

Please visit the SEC profile of Christopher Crail 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

Jillian Cavanaugh
Manchester, NH
Eugenia Ritvin
Doylestown, PA
Josue Comulada Otero
Guaynabo, PR
Kimberly Devries
Surprise, AZ
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.

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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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