Physicians Financial Services, Inc.

Physicians Financial Services, Inc. (CRD# 118519) is a financial advisory firm headquartered in Raleigh, NC. They manage $150,690,649 in 343 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $439,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Physicians Financial Services, Inc.
No Advisor Found.
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