Kathleen
Favorite

Pfs Investments Inc

CRD#2625382
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Kathleen Favorite is a financial advisor based in Pittsburgh, Pennsylvania, working with Pfs Investments Inc. Kathleen has previously held positions at Primerica Financial Services and Pfs Investments Inc. Kathleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Kathleen is part of Pfs Investments Inc, which operates out of Pittsburgh, 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

7440 Mcknight Road Suite 201D
Pittsburgh, PA 15237

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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

Kathleen Favorite Work History

1995 - Present (30 years)

Primerica Financial Services

1995 - Present (30 years)

Pfs Investments Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kathleen Favorite 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

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Georganna Cooper
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Michelle Perez
Fort Myers, FL
Matthew Koch
Greenville, SC
Janelle Pruett
Belfair, WA
Micah Wood
Meridian, ID
Jillian Cavanaugh
Manchester, NH
Eugenia Ritvin
Doylestown, PA

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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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