Alan
Darmody

Pfs Investments Inc

CRD#6435898
Investment Advisor
in Chattanooga, TN

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About this Advisor

Alan Darmody is a financial advisor based in Chattanooga, Tennessee, working with Pfs Investments Inc. Alan has previously held positions at Pfs Investments Inc, Cohutta Springs Conference Center, Primerica Financial Services, and Alumni Awards Foundation. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Alan is part of Pfs Investments Inc, which operates out of Chattanooga, Tennessee. 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

6025 Lee Hwy Ste 326-B
Chattanooga, TN 37421

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

TN Average: 58
Total Number of Accounts

59,808

TN Average: 1,608
Average Account Size

$141,486

TN Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Alan Darmody Work History

2015 - Present (9 years)

Pfs Investments Inc

2014 - Present (10 years)

Primerica Financial Services

2015 - 2019 (4 years)

Cohutta Springs Conference Center

2013 - 2015 (2 years)

Alumni Awards Foundation

Disclosures

Please visit the SEC profile of Alan Darmody 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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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