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Physicians Financial Services, Inc.

Headquartered in RALEIGH, NC

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Firm Information

Physicians Financial Services, Inc. is a financial advisor registered with the SEC located in Raleigh, North Carolina. With over $363 million in regulatory assets under management, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension plans, charitable organizations, and corporations.

Physicians Financial Services, Inc.

100 E. SIX FORKS ROAD

RALEIGH, NC 27609

$363.72M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PHYSICIANS FINANCIAL SERVICES, INC. has a total of 2 branch locations across the country.
location

RALEIGH, NC

location

GOLDSBORO, NC

Advisors at Physicians Financial Services, Inc.

View All 3 Advisors
Unclaimed
Cornelius Trawick McDonald

CFP®, RA

RALEIGH, NC

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Unclaimed
William Hill Sigmon

RA

RALEIGH, NC

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Unclaimed
James Canady Parker

PFS®, RA

Goldsboro, NC

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Disclosures

There are no public disclosures for Physicians Financial Services, Inc..

Frequently Asked Questions (7)

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