Samantha
Woodin

Pfs Investments Inc

CRD#6326046
Investment Advisor
in Sugar Grove, PA

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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

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

12-A Main St
Sugar Grove, PA 16350

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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

Samantha Woodin Work History

Samantha has been registered as a financial advisor for 2 years.*

2014 - Present (10 years)

Pfs Investments Inc

2013 - Present (11 years)

Primerica Financial Services

2015 - 2018 (3 years)

Lottsville Milling

2014 - 2015 (1 year)

Jamestown Fabricated Steel & Supply

2013 - 2014 (1 year)

Pnc Bank

*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 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

Christopher Tiano
Albuquerque, NM
Malkah Glasgow
Valley Stream, NY
Francine Hollis
Cleveland, OH
Bradley Geltzer
Orlando, FL
Hylton Davis
Orlando, FL
Rachael Pope
Duluth, GA
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA

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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