Brian
Coker
Pfs Investments Inc
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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
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
Brian Coker Work History
Brian has been registered as a financial advisor for 9 years.*
Pfs Investments Inc
Primerica Financial Services
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.
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Valley Stream, NY
Duluth, GA
Orlando, FL
Cleveland, OH
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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.