Ata
Chu Shing
Pfs Investments Inc
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About this Advisor
Ata Chu Shing is a financial advisor working out of West Jordan, Utah with 2 years of relevant experience. Chu Shing works at Pfs Investments Inc. Over the course of their career, Chu Shing has held roles at Morgan Stanley, Bluesky Communications, Morgan Stanley Private Bank, National Association, Wells Fargo Clearing Services, Bluesky Communication, Morgan Stanely, Wells Fargo, Realtypath, Primerica Financial Service and Pfs Investments Inc. Chu Shing has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Utah. Pfs Investments Inc is an advisory company operating out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 employees. It has $7 billion in total assets between its 56,552 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides portfolio management for individuals and small businesses. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Ata Chu Shing Work History
Ata has been registered as a financial advisor for 2 years.*
Primerica Financial Service
Pfs Investments Inc
Realtypath
Wells Fargo Clearing Services
Wells Fargo
Morgan Stanley Private Bank, National Association
Morgan Stanley
Morgan Stanely
Bluesky Communications
Bluesky Communication
*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 Ata Chu Shing 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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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.
