Physicians Financial Services, Inc.
Physicians Financial Services, Inc. (CRD# 118519) is a financial advisory firm headquartered in Raleigh, NC. They manage $363,722,277 in 560 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Physicians Financial Services, Inc.
By the Numbers
-
Total Assets Under Management364MILLION
-
Total Number of Accounts560ACCOUNTS
-
Average Account Value$649,504
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, VA
Financial Advisors at Physicians Financial Services, Inc.
1
Cornelius McDonald (CRD# 1288377) is an Investment Advisor Representative working at Physicians Financial Services, Inc. in Raleigh, NC and has over 39 years of experience in the finance industry.
2
James Parker (CRD# 4026477) is an Investment Advisor Representative working at Physicians Financial Services, Inc. in Goldsboro, NC and has over 24 years of experience in the finance industry.
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