Donald
Quintero

Pfs Investments Inc

CRD#5988883
Investment Advisor
in Houston, TX

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About this Advisor

Donald Quintero is a financial advisor based in Houston, Texas, working with Pfs Investments Inc. Donald has previously held positions at Linn Energy Corporation, Pfs Investments Inc, Primerica Financial Services, Fieldwood Energy, Hilcorp Energy Company, and the University Of Houston. Donald has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Donald is part of Pfs Investments Inc, which operates out of Houston, Texas. 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 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5225 Katy Fwy Ste 275
Houston, TX 77007

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

TX Average: 58
Total Number of Accounts

59,808

TX Average: 1,608
Average Account Size

$141,486

TX Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Donald Quintero Work History

2022 - Present (2 years)

University Of Houston

2020 - Present (4 years)

Pfs Investments Inc

2014 - Present (10 years)

Linn Energy Corporation

2011 - Present (13 years)

Primerica Financial Services

2018 - 2022 (4 years)

Hilcorp Energy Company

2015 - 2018 (3 years)

Fieldwood Energy

2011 - 2019 (8 years)

Pfs Investments Inc

Disclosures

Please visit the SEC profile of Donald Quintero 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

Jillian Cavanaugh
Manchester, NH
Michael Giordano
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Josue Comulada Otero
Guaynabo, PR
Kimberly Devries
Surprise, AZ
Janelle Pruett
Belfair, WA
Heather Horan
Duluth, GA
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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