Isaac
Saenz

Pfs Investments Inc

CRD#5291928
Investment Advisor
in Austin, TX

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About this Advisor

Isaac Saenz is a financial advisor based in Austin, Texas, working with Pfs Investments Inc. Isaac has previously held positions at Primerica Financial Services, Pfs Investments Inc, Emerson Tool Inc, and Textape Inc. Isaac has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Isaac is part of Pfs Investments Inc, which operates out of Austin, 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 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5716 Hwy 290 W Ste 208-A
Austin, TX 78735

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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

Isaac Saenz Work History

2015 - Present (9 years)

Primerica Financial Services

2015 - Present (9 years)

Pfs Investments Inc

2018 - 2020 (2 years)

Emerson Tool Inc

2014 - 2016 (2 years)

Textape Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Isaac Saenz 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

Andrew Arthur
Urbandale, IA
Keith Delaporte
Alpharetta, GA
Kimberly Devries
Surprise, AZ
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Heather Horan
Duluth, GA
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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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