Colin
Mc Clean

Pfs Investments Inc

CRD#4580393
Investment Advisor
in Gallatin, TN

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About this Advisor

Colin Mc Clean is a financial advisor based in Gallatin, Tennessee, working with Pfs Investments Inc. Colin has previously held positions at Primerica Financial Services, Pfs Investments Inc, Westcon Group, Robert Half Int. Inc, High Point Treatment Center Inc, Bally's Corporation, Robert Half (Ar-Global), and Arc Advisory Services. Colin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Colin is part of Pfs Investments Inc, which operates out of Gallatin, 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

1643 Nashville Pike Suite 200
Gallatin, TN 37066

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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

Colin Mc Clean Work History

2023 - Present (1 year)

Robert Half (Ar-Global)

2023 - Present (1 year)

Arc Advisory Services

2002 - Present (22 years)

Pfs Investments Inc

2001 - Present (23 years)

Primerica Financial Services

2022 - 2022 (< 1 year)

High Point Treatment Center Inc

2022 - 2022 (< 1 year)

Bally'S Corporation

2018 - 2019 (1 year)

Robert Half Int. Inc

1997 - 2015 (18 years)

Westcon Group

Disclosures

Please visit the SEC profile of Colin Mc Clean 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

Andrew Arthur
Urbandale, IA
Eugenia Ritvin
Doylestown, PA
Josue Comulada Otero
Guaynabo, PR
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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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