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Ralph Henry Crossland

PFS Investments Inc.

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About Ralph Henry Crossland

Ralph Crossland is an investment professional with over 40 years of experience in the financial services industry. Ralph is currently registered with PFS Investments Inc. and specializes in portfolio management for individuals. Prior to joining PFS Investments Inc., Ralph was employed by WESTAMERICA FINANCIAL CORPORATION, WADDELL & REED, INC., and OPPENHEIMER ASSET MANAGEMENT CORPORATION. Ralph is licensed in 28 states, holds a Series 63, Series 26, Series 6TO, SIE, and Series 1 licenses, and is well-versed in the investment industry.

Firm Information

Ralph Crossland 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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Ralph Crossland’s Registration & Firm History

CO

02/04/1982 - Present

PFS Investments Inc. (DURANGO CO)

NA

04/04/1977 - 01/31/1981

WESTAMERICA FINANCIAL CORPORATION

NA

10/12/1973 - 04/19/1977

WADDELL & REED, INC.

NA

03/20/1973 - 11/23/1973

OPPENHEIMER ASSET MANAGEMENT CORPORATION

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Licenses & Designations

BC

Issued 04/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1983

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ralph Henry Crossland.
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