Mark
Mcintyre

Pfs Investments Inc

CRD#6411897
Investment Advisor
in Temple, TX

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About this Advisor

Mark Mcintyre is a financial advisor based in Temple, Texas, working with Pfs Investments Inc. Mark has previously held positions at Pfs Investments Inc, Dell, and Primerica Financial Services. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Mark is part of Pfs Investments Inc, which operates out of Temple, 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 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1506 Paseo Del Plata Ste 300
Temple, TX 76502

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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

Mark Mcintyre Work History

2014 - Present (10 years)

Pfs Investments Inc

2014 - Present (10 years)

Dell

1984 - Present (40 years)

Primerica Financial Services

Disclosures

Please visit the SEC profile of Mark Mcintyre 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

Brian Nelson
Miamisburg, OH
Joseph Paik
Duluth, GA
Eugenia Ritvin
Doylestown, PA
George Adams
Bessemer, AL
Janelle Pruett
Belfair, WA
Richard Mog
Strongsville, OH
Alden Small
Horn Lake, MS
Andrew Arthur
Urbandale, IA

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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