Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-05-12 |
Branch Locations
1580 Boyson Rd. Ste. 1, Hiawatha, IA 52233 • United States
Monticello, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hiawatha | IA | 02/2011 | Present |
| Primerica Financial Services | Hiawatha | IA | 11/1986 | Present |
| Fore Thought Inc. | Batesville | IN | 11/2005 | Present |
| Bohannon Financial | Hiawatha | IA | 06/2020 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. As of 06/01/2020 these sales activities will be conducted under the D/B/A of Bohannon Financial
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-28 |
Reach out to this advisor