Howard
Brandell

Pfs Investments Inc

CRD#2768235
Investment Advisor
in Austin, TX
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About this Advisor

Howard Brandell is a certified financial planner who works in Austin, Texas. Currently a registered advisor at Pfs Investments Inc, they have gathered 11 years of practice in the financial advisory industry. Brandell maintains a Series 63 license, qualifying the advisor as a securities agent. Brandell is registered to act as a financial advisor in Texas. The advisor has gained experience at Primerica Financial Services, Flextronics, Pfs Investments, Inc, Pfs Investments Inc, Bench Tree, First Care Health Plans and Randall'S. Pfs Investments Inc is headquartered in Austin, Texas, and has 1,526 additional locations in the country. In total, Pfs Investments Inc oversees $1 billion in assets dispersed across 10,807 accounts and retains more than 3,428 people. The firm's total assets under management places it among the bigger firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Pfs Investments Inc can provide portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

10713 Rr 620 N Ste 303
Austin, TX 78726

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$3,065,650,550

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

3,582

TX Average: 58
Total Number of Accounts

28,263

TX Average: 1,608
Average Account Size

$108,469

TX Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Howard Brandell Work History

Howard has 11 years of experience.

2017 - Present (2 years)

First Care Health Plans

2016 - 2016 (0 years)

Randall'S

2013 - Present (6 years)

Pfs Investments Inc

2012 - 2016 (4 years)

Bench Tree

2008 - Present (11 years)

Primerica Financial Services

2008 - 2011 (3 years)

Pfs Investments, Inc

2007 - 2012 (5 years)

Flextronics

Disclosures

Howard Brandell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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