Isaac
Saenz
Pfs Investments Inc
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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
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Isaac Saenz Work History
Primerica Financial Services
Pfs Investments Inc
Emerson Tool Inc
Textape Inc
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.
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