Pfs Investments Inc
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About this Advisor
Samantha Woodin is a financial advisor who works in Sugar Grove, Pennsylvania, with a total of 2 years of industry experience. Woodin works at Pfs Investments Inc. During their career, the advisor has held roles at Pnc Bank, Pfs Investments Inc, Jamestown Fabricated Steel & Supply, Primerica Financial Services and Lottsville Milling. Woodin holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Pfs Investments Inc is an advisory business headquartered in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in assets under management across its 56,552 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides portfolio management for individuals and small businesses. A financial advisor's fees usually are based on which services the firm provides the client. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
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Pfs Investments Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Samantha Woodin Work History
Samantha has been registered as a financial advisor for 2 years.*
Pfs Investments Inc
Primerica Financial Services
Jamestown Fabricated Steel & Supply
*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 Samantha Woodin 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
West Chester, OH
Valley Stream, NY
Sugar Grove, PA
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 email@example.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.