Eldon
Larson

Pfs Investments Inc

CRD#6308933
Investment Advisor
in Seattle, WA

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About this Advisor

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

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2611 Ne 13Th Street Suite 201
Seattle, WA 98125

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

WA Average: 58
Total Number of Accounts

59,808

WA Average: 1,608
Average Account Size

$141,486

WA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Eldon Larson Work History

2014 - Present (10 years)

Pfs Investments Inc

1998 - Present (26 years)

Primerica Financial Services

Disclosures

Please visit the SEC profile of Eldon Larson 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

Heather Horan
Duluth, GA
George Adams
Bessemer, AL
Jillian Cavanaugh
Manchester, NH
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Eugenia Ritvin
Doylestown, PA
Alden Small
Horn Lake, MS
Kimberly Devries
Surprise, AZ

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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