Jeffery
Paddyfote
Pfs Investments Inc
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About this Advisor
Jeffery Paddyfote is a financial advisor based in Spartanburg, South Carolina, working with Pfs Investments Inc. Jeffery has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Bb&T Bank, Bb&T Investment Services, Inc, Bb&T Securities, LLC, Wells Fargo Bank, Na, Rock Hill, & York School District, Primerica Financial Services, Pfs Investments Inc, Wells Fargo Clearing Services, LLC, and South Pointe High School. Jeffery has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Jeffery is part of Pfs Investments Inc, which operates out of Spartanburg, South Carolina. 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
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeffery Paddyfote Work History
Primerica Financial Services
Pfs Investments Inc
South Pointe High School
Rock Hill, & York School District
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Bb&T Securities, LLC
Bb&T Bank
Bb&T Investment Services, Inc
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Jeffery Paddyfote 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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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.
