Invested Better
Unclaimed

Unclaimed

Unclaimed

Amanda Kay La brec

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amanda? Claim Your Profile

About Amanda Kay La brec

Amanda La Brec is a financial advisor with PFS Investments Inc., a firm that is part of the Primerica Advisors network. Amanda is registered to provide securities and investment advisory services in Wisconsin and several other states. Amanda has experience in the industry since 2016 and holds Series 6, Series 63, Series 65, and SIE licenses. Amanda is registered with PFS Investments Inc. and can provide financial planning, portfolio management, and other investment services. Amanda also works with Primerica Financial Services.

Firm Information

Amanda La brec is currently registered with PFS Investments Inc.. PFS Investments Inc., a corporation formed in 1981, is an investment advisor with a primary office in Duluth, GA. The firm offers portfolio management services to individuals and provides advisory services in 53 states, as well as at the federal level. PFS Investments manages approximately $8.46 billion in assets for over 59,800 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
PFS Investments Inc.

3000 N BALLARD RD

APPLETON, WI 54911

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amanda La brec’s Registration & Firm History

WI

07/26/2023 - Present

PFS Investments Inc. (APPLETON WI)

WI

12/23/2020 - 12/31/2021

PFS INVESTMENTS INC. (APPLETON WI)

WI

06/01/2018 - 12/31/2018

PFS INVESTMENTS INC. (APPLETON WI)

WI

06/08/2016 - 05/04/2018

PFS INVESTMENTS INC. (APPLETON WI)

Not sure if Amanda Kay La brec is right for you?

Licenses & Designations

IA

Issued 7/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/8/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Kay La brec.
Not sure if Amanda Kay La brec is right for you?
Invested Better

Copyright 2024 Invested Better

Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.