AdvizorPro
PFS Investments Inc.

PFS Investments Inc.. CRD 10111

PFS Investments Inc. logo

CRD: 10111

PFS Investments Inc.

$15.5B Total AUM
$15.5B Disc. AUM
26.4% 3Y CAGR
3,992 Employees
67,816 ADV. Clients
44 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
BNY Mellon ยท Pershing
Clients
Retail and Institutional
Platforms
Available
Established Date
10-05-1981
Office Locations
2,077

Office Locations

1 Adams Place Suite 400 Quincy MA
1 Blue Hill Plaza #1509-106 Pearl River NY
1 Cross Island PLZ STE Ll2b Rosedale NY

About PFS Investments Inc.

LaFargue Financial Group is an independent advisory firm founded in 2002, serving individuals and families across Northwest Arkansas, Eastern Oklahoma, Missouri, and Texas. The firm focuses on retirement planning and related decisions, including Medicare supplement guidance. Founder Richard D. LaFargue brings 30+ years in financial services and emphasizes responsive, transparent advice.

Team overview

53 AVG AGE
$3.9M AVG AUM / ADVISOR
$229.1K AVG AUM / CLIENT
11.9 yrs AVG TENURE
3,992 Employees
3,959 Advisory Reps
3,868 RIA Reps
44yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

CRM

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

D

DASIA DEBORAH COLEY

Chief Financial Officer, VICE PRESIDENT

CRD
#6760291
Ownership
Less than 5%
Available
Available
Available
N

NICHOLAS Adam JENDUSA

EXECUTIVE VICE PRESIDENT

CRD
#6037365
Ownership
Less than 5%
Available
Available
Available

Showing 2 of 12 owners & executives

Unlock all

Contacts

D

DECIUS TREBONIUS AARON

--

CRD
#5136723
Available
Available
Available
M

MONICA G ABAD

--

CRD
#6542411
Available
Available
Available

Showing 2 of 19250 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2022
11-10-2023
12-20-2024
11-11-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $15,536,099,534 $172,983
Non-Discretionary $0 --
Total $15,536,099,534 $172,983

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Other:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Other Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

Continue browsing

View all advisor firms in Georgia

Start a free trial and
prospect smarter