Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-17 |
Branch Locations
4500 Cooper Rd Ste 203M, Cincinnati, OH 45242 • United States
Cincinnati, OH • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cincinnati | OH | 02/2000 | Present |
| Pfs Investments Inc. | Cincinnati | OH | 09/2000 | 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. Jennifer L. Metz, Sole proprietor, Start date 08/2015 to Present. TJ3AM, LLC, Investment Related, 4500 Cooper Rd. Ste. 203-M, Cincinnati, OH, 45242, Primerica Business Purposes, Co-Owner, 06/2014 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-10 |
Reach out to this advisor