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Steven Paul Spangler

PFS Investments Inc.

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About Steven Paul Spangler

Steven Paul Spangler is a registered representative with PFS Investments Inc., a firm based in Duluth, Georgia. Steven has been in the financial industry since 1996. Steven is licensed to provide financial services in Massachusetts. Steven previously worked at CCO Investment Services Corp., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and PFS Investments Inc. Steven is a Series 6 and Series 63 licensed representative. Steven specializes in investment company products and variable contracts.

Firm Information

Steven Spangler 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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Steven Spangler’s Registration & Firm History

MA

08/14/2012 - Present

PFS Investments Inc. (OXFORD MA)

MA

07/29/2010 - 11/03/2011

CCO INVESTMENT SERVICES CORP. (WORCESTER MA)

MA

12/18/2007 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SUTTON MA)

MA

10/20/2004 - 11/30/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (MARLBOROUGH MA)

NY

01/29/2004 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

GA

07/17/1996 - 01/08/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 07/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Paul Spangler.
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