Chase
Lance
Pfs Investments Inc
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About this Advisor
Chase Lance is a financial advisor based in Atlanta, Georgia with 1 year of industry experience. Lance is an employee of Pfs Investments Inc. Throughout their career, they have worked at Pfs Investments Inc, Primerica Financial Services, Nexa Mortgage, LLC, Your Home Sold Guaranteed Realty, LLC, Walmart, Saint Leo, Agile Pursuits Franchising, Inc, University Of Mississippi Research Experience For Undergraduates, United Parcel Service, Stivers Decatur Subaru, University Of Mississippi Center For Learning And Excellence, Kroger, Full-Time Student / University Of Mississippi and Full-Time Student / Starr'S Mill High School. Lance maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Georgia. Pfs Investments Inc is an advisory business operating out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It administers $7 billion in assets under management between its 56,552 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial advisory fee schedules are based on which services are offered. Fee types charged 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
Chase Lance Work History
Chase has been registered as a financial advisor for 1 years.*
Pfs Investments Inc
Nexa Mortgage, LLC
Primerica Financial Services
Your Home Sold Guaranteed Realty, LLC
Walmart
Saint Leo
Agile Pursuits Franchising, Inc
University Of Mississippi Research Experience For Undergraduates
United Parcel Service
Stivers Decatur Subaru
University Of Mississippi Center For Learning And Excellence
Kroger
Full-Time Student / University Of Mississippi
Kroger
Full-Time Student / Starr'S Mill High School
*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 Chase Lance 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.
