Kyle
Bell

Pfs Investments Inc

CRD#5182118
Investment Advisor
in Springfield, VA

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About this Advisor

Kyle Bell is a financial advisor based in Springfield, Virginia, working with Pfs Investments Inc. Kyle has previously held positions at Kansas Army National Guard, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Aric Harrington, Primerica Financial Services, Pfs Investments Inc, Army National Guard, Iwi Distributing, and St. Michaels Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Kyle is part of Pfs Investments Inc, which operates out of Springfield, Virginia. 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

7406 Alban Station Ct Ste B-209
Springfield, VA 22150

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

VA Average: 58
Total Number of Accounts

59,808

VA Average: 1,608
Average Account Size

$141,486

VA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kyle Bell Work History

2023 - Present (1 year)

Iwi Distributing

2017 - Present (7 years)

Pfs Investments Inc

2016 - Present (8 years)

Primerica Financial Services

2015 - Present (9 years)

Army National Guard

2006 - Present (18 years)

Kansas Army National Guard

2023 - 2023 (< 1 year)

St. Michaels Inc

2014 - 2016 (2 years)

Waddell & Reed, Inc

2014 - 2016 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2016 (2 years)

Aric Harrington

Disclosures

Please visit the SEC profile of Kyle Bell 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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Heather Horan
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Janelle Pruett
Belfair, WA
Eugenia Ritvin
Doylestown, PA
Derek Hill
Memphis, TN
Josue Comulada Otero
Guaynabo, PR

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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