A complete list of active advisors currently associated with Physicians Financial Services, Inc.
Warmer can help you find a great advisor at Physicians Financial Services, Inc. or one who fits your needs even better.
Physicians Financial Services, Inc. is an SEC‑registered advisory firm managing roughly $482 million for about 216 clients through three advisors, serving individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, charitable organizations and trusts. The firm provides wealth analysis and financial planning, tax and investment planning, and both internal and external money‑management services. The firm describes its internal strategy as contrarian/value investing, emphasizing financially strong, undervalued securities, dividend reinvestment and long‑term holding while using mutual funds and ETFs for additional sector exposure. It implements portfolios through in‑house management (primarily custodied at Charles Schwab) and by referring and monitoring third‑party managers, offering both discretionary and non‑discretionary arrangements. Distinctive features disclosed in the brochure include affiliations that are uncommon for peers: a minority ownership interest in affiliated broker‑dealers and registered‑representative activities that permit execution of brokerage and insurance transactions outside managed accounts, an affiliation with another registered investment adviser used to serve certain clients, and an adviser who is a partner in a CPA firm. The firm acknowledges the potential conflicts these relationships create (commissions and insurance premiums on non‑managed transactions) and references its Code of Ethics and disclosure practices and the firm’s stated limits on receiving commissions for custodial money‑management accounts.
To learn more about the advisors currently working at Physicians Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Physicians Financial Services, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 42
| |
Goldsboro, NC
| 26
| |
Raleigh, NC
| 2
|
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