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Miranda McCaughley

PFS Investments Inc.

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About Miranda McCaughley

Miranda McCaughley is a financial advisor working with PFS Investments Inc. Miranda is based in Stow, Ohio. Miranda has been a financial advisor since 2020. She has a Series 63 license and other relevant credentials. Miranda also has experience working with clients in several other states. She can provide services like portfolio management for individuals and offers a variety of investment-related products and services to her clients.

Firm Information

Miranda McCaughley is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$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.

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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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percentage of assets

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

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Miranda McCaughley’s Registration & Firm History

OH

09/01/2021 - Present

PFS Investments Inc. (PENISULA OH)

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Licenses & Designations

BC

Issued 10/27/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/28/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miranda McCaughley.
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