Julius
Lee

Pfs Investments Inc

CRD#6471237
Investment Advisor
in Corpus Christi, TX

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About this Advisor

Julius Lee is a financial advisor working out of Corpus Christi, Texas who has 6 years of relevant experience. Lee currently works for Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments Inc, Primerica Financial Services, Everest Water, Remedy Staffing, Spherion and Apac. Lee maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Pfs Investments Inc is a financial advisory business based in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It controls $7 billion in assets under management across its 56,552 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides portfolio management for individuals and small businesses. Fees for financial advice are based on which service is provided. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3649 Leopard St Ste 302
Corpus Christi, TX 78408

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

TX Average: 58
Total Number of Accounts

56,552

TX Average: 1,608
Average Account Size

$125,337

TX Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Julius Lee Work History

Julius has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Pfs Investments Inc

2015 - Present (9 years)

Primerica Financial Services

2014 - Present (10 years)

Everest Water

2014 - 2014 (< 1 year)

Remedy Staffing

2013 - 2013 (< 1 year)

Spherion

2013 - 2013 (< 1 year)

Apac

2013 - 2013 (< 1 year)

Spherion

*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 Julius Lee 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

Christopher Tiano
Albuquerque, NM
Hylton Davis
Orlando, FL
Walter Mcnall
Clifton Park, NY
Samantha Woodin
Sugar Grove, PA
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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