Brian
Coker

Pfs Investments Inc

CRD#2914726
Investment Advisor
in Hurst, TX

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About this Advisor

Brian Coker is a financial advisor working in Hurst, Texas with 9 years of relevant experience. Coker is currently employed by Pfs Investments Inc. During their career, Coker has held roles at Eagle Mountain Saginaw Isd, Primerica Financial Services and Pfs Investments Inc. Coker holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in Texas. Pfs Investments Inc is a financial advisory firm that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 financial advisors. It oversees $7 billion in assets across its 56,552 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 56,552 customer accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers portfolio management for individuals and small businesses. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

700 Ne Loop 820 Ste 216
Hurst, TX 76053

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

TX Average: 58
Total Number of Accounts

56,552

TX Average: 1,608
Average Account Size

$125,337

TX Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brian Coker Work History

Brian has been registered as a financial advisor for 9 years.*

2005 - Present (19 years)

Pfs Investments Inc

2002 - Present (22 years)

Primerica Financial Services

2001 - Present (23 years)

Eagle Mountain Saginaw Isd

*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 Brian Coker 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

Hylton Davis
Orlando, FL
Robert Mciver
Suwanee, GA
Mary Schulz
West Chester, OH
David Johnstun
Houston, TX
Malkah Glasgow
Valley Stream, NY
Rachael Pope
Duluth, GA
Bradley Geltzer
Orlando, FL
Francine Hollis
Cleveland, OH

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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