Ashley
Potts
Pfs Investments Inc
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About this Advisor
Ashley Potts is a financial advisor operating out of Odessa, Texas with 1 year of relevant experience. Potts is on the advisory team at Pfs Investments Inc. Potts has gained experience at Riverstone Wealth Management, Inc, Raymond James Financial, Inc, Arbonne, Sage Advisory Services, LTD, Co, Northern Lights Distributors, LLC, Primerica Financial Services and Pfs Investments Inc. Potts has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Pfs Investments Inc is a registered investment business that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in total assets across its 56,552 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides portfolio management for individuals and small businesses. A financial advisor's fees usually are based on which services the firm provides the client. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Ashley Potts Work History
Ashley has been registered as a financial advisor for 1 years.*
Primerica Financial Services
Pfs Investments Inc
Northern Lights Distributors, LLC
Sage Advisory Services, LTD, Co
Raymond James Financial, Inc
Arbonne
Riverstone Wealth Management, Inc
*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 Ashley Potts 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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