Derek
Evans

Pfs Investments Inc

CRD#6605003
Investment Advisor
in Lancaster, PA

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About this Advisor

Derek Evans is a financial advisor who works out of Lancaster, Pennsylvania who has 1 year of industry experience. Evans is an employee of Pfs Investments Inc. Throughout their career, Evans has worked at Supportive Concepts, First Energy Corporation, Pfs Investments Inc, Fulton Bank, Antietam School District, Antietam Valley Recreation Center, Primerica Financial Services, Hertz Corporation, Enterprise Rent A Car, Morning Dew Landscaping and National Penn Bank. Evans has 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 a business headquartered in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 financial advisors. It manages $7 billion in total assets between its 56,552 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 36 charities and foundations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The company offers portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on which services are offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1630 Manheim Pike Suite 1 #1
Lancaster, PA 17601

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

PA Average: 58
Total Number of Accounts

56,552

PA Average: 1,608
Average Account Size

$125,337

PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Derek Evans Work History

Derek has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Pfs Investments Inc

2019 - Present (5 years)

Antietam School District

2015 - Present (9 years)

Primerica Financial Services

2019 - 2019 (< 1 year)

First Energy Corporation

2018 - 2018 (< 1 year)

Supportive Concepts

2017 - 2018 (1 year)

Fulton Bank

2016 - 2019 (3 years)

Pfs Investments Inc

2015 - 2016 (1 year)

Hertz Corporation

2014 - 2015 (1 year)

Enterprise Rent A Car

2014 - 2014 (< 1 year)

Morning Dew Landscaping

2013 - 2014 (1 year)

National Penn Bank

2006 - 2013 (7 years)

Antietam Valley Recreation Center

*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 Derek Evans 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

Gregory Mays
Baton Rouge, LA
Leeza Snyderman
Duluth, GA
Robert Mciver
Suwanee, GA
Constantin Azman
Hiawatha, IA
Julius Lee
Corpus Christi, TX
Charles Swope
York, PA
Andrea Gibson
Rochester, MI
John Hemken
Brookfield, WI

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.

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