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Harold Duane Mcdown

Pfs Investments Inc.

Oklahoma City, OK

Oklahoma City, OK

CRD 1938229

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Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-27
OK RA APPROVED 2021-10-25
  • TX RA
    APPROVED
    Since 2023-01-27
  • OK RA
    APPROVED
    Since 2021-10-25

Branch Locations

13312 N Macarthur Blvd Ste C, Oklahoma City, OK 73142 • United States

Oklahoma City, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Oklahoma City OK 03/1989 Present
Primerica Financial Services Oklahoma City OK 02/1991 Present
  • 03/1989 → Present
    Oklahoma City, OK
  • 02/1991 → Present
    Primerica Financial Services
    Oklahoma City, OK
Other Businesses

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. HLM Properties, LLC, Not Investment Related, 13113 Rustic Ridge Ave Oklahoma City, OK 73142, Primerica Business Purposes, Co-Owner, April 2018 to Present, 1 hour per month (1 hour per month during securities trading hours), legal entity formed solely for Primerica business purposes. --McDown & Associates, Inc., Investment Related, 13113 Rustic Ridge Ave Oklahoma City, OK 73142, Primerica Business Purposes, Owner, October 2010 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-09
S63 Uniform Securities Agent State Law Examination 1989-05-05
  • S65 Uniform Investment Adviser Law Examination
    2021-10-09
  • S63 Uniform Securities Agent State Law Examination
    1989-05-05

View on SEC IAPD

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