Pfs Investments Inc

Investment Advisor
in Pottstown, PA

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About this Advisor

Geraldine Wardle is a financial advisor operating in Pottstown, Pennsylvania who has 4 years of relevant experience. Wardle works at Pfs Investments Inc. Throughout their career, Wardle has worked at Pfs Investments Inc and Primerica Financial Services. Wardle maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Pfs Investments Inc is a business based in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in assets under management across its 56,552 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. The business offers portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

908 N Charlotte St
Pottstown, PA 19464

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Pfs Investments Inc Brokerage Details

Total Assets Under Management


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


PA Average: 58
Total Number of Accounts


PA Average: 1,608
Average Account Size


PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Geraldine Wardle Work History

Geraldine has been registered as a financial advisor for 4 years.*

1991 - Present (32 years)

Primerica Financial Services

1987 - Present (36 years)

Pfs Investments Inc

*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.


Please visit the SEC profile of Geraldine Wardle 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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Christopher Tiano
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Brett Sowers
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Rachael Pope
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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

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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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