Best Investors
Account
Sign in
Pfs Investments Inc. CRD 10111
$15.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-28 |
Branch Locations
11550 W Interstate 10 Ste 250, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | San Antonio | TX | 09/2020 | Present |
| Primerica Financial Services | San Antonio | TX | 06/2020 | Present |
| Usaa Investment Management Company | San Antonio | TX | 04/1988 | 06/2020 |
| Compex Legal | San Antonio | TX | 09/2022 | 04/2024 |
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. Reseller, acquiring physic goods for resale online, not investment related, 12415 Wandering trail , 03/2022 to present , 192 hours per month 100 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-15 |
Reach out to this advisor