Nichole
Adams

Pfs Investments Inc

CRD#6101632
Investment Advisor
in Gillette, WY

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About this Advisor

Nichole Adams is a financial advisor operating in Gillette, Wyoming. Adams is on the advisory team at Pfs Investments Inc. Over the course of their career, Adams has held roles at Pfs Investments Inc, City Of Sheridan, Primerica Financial Services, Vacutech, LLC and Northern Wyoming Mental Health Center, Inc. Adams has a Series 63 license, designating them as a securities representative, and can advise clients in Wyoming. Pfs Investments Inc is a business headquartered in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It administers $7 billion in assets under management among its 56,552 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. The company offers portfolio management for individuals and small businesses. Fees for financial management typically depend on which services the firm provides the client. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1901 Energy Ct Ste 309
Gillette, WY 82718

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

WY Average: 58
Total Number of Accounts

56,552

WY Average: 1,608
Average Account Size

$125,337

WY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Nichole Adams Work History

Nichole has been registered as a financial advisor for 0 years.*

2012 - Present (12 years)

Pfs Investments Inc

2005 - Present (19 years)

Primerica Financial Services

2018 - 2022 (4 years)

Northern Wyoming Mental Health Center, Inc

2017 - 2018 (1 year)

Vacutech, LLC

2012 - 2017 (5 years)

City Of Sheridan

*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 Nichole Adams 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

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Cleveland, OH
Andrea Gibson
Rochester, MI
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA
Hylton Davis
Orlando, FL
Alvin Hirata
Aiea, HI
Brett Sowers
Rochester, MI
Walter Mcnall
Clifton Park, NY

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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