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 | 2016-06-29 |
Branch Locations
8131 Lyndon B Johnson Fwy Ste 275-K, Dallas, TX 75251 • United States
Dallas , TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Dallas | TX | 04/2000 | Present |
| Pfs Investments Inc. | Dallas | TX | 07/2000 | 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. Thurman & Associates, Inc., Investment Related, 10830 N. Central Expy. Ste. 355, Dallas, TX, 75231, Primerica Business Purposes, Owner, 03/2018 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business. CAbi, (1099), Not Investment related, Carson, California 90810, Stylist, 10/2023 to present, 10 hours committed per month, (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
Reach out to this advisor