Leah
Clark
Pfs Investments Inc
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About this Advisor
Leah Clark is a financial advisor based in Madison, Wisconsin, working with Pfs Investments Inc. Leah has previously held positions at Primerica Financial Services, Pfs Investments Inc, Revcycle, Omni Interactions, Radial, Lucky Tooth Records, Isthmus Montessori Academy, Teachers On Call, Private Nanny, Christalis Hair And Body, Envy Beauty Studio, Leaf Filter, and Chrysalis Hair And Body. Leah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Leah is part of Pfs Investments Inc, which operates out of Madison, Wisconsin. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Leah Clark Work History
Primerica Financial Services
Pfs Investments Inc
Lucky Tooth Records
Revcycle
Omni Interactions
Radial
Isthmus Montessori Academy
Teachers On Call
Private Nanny
Private Nanny
Christalis Hair And Body
Envy Beauty Studio
Leaf Filter
Chrysalis Hair And Body
Disclosures
Please visit the SEC profile of Leah Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
