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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 |
|---|---|---|---|
| MS | RA | APPROVED | 2013-02-01 |
Branch Locations
3900 Lakeland Dr Ste 500-A, Flowood, MS 39232 • United States
Brandon, MS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Flowood | MS | 08/2000 | Present |
| Pfs Investments Inc. | Flowood | MS | 11/2000 | Present |
| State Of Mississippi | Brandon | MS | 07/2021 | 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. Non-Participating Director for My Father's Business for The Purpose of Appointing a Successor In The Event That He Is Unable To Run His Company. There Will Be No Job Responsibilities and No Compensation. This Is a Non-Participating Director for My Father's Company. Nelson Consulting Group Corp., Investment Related, 3900 Lakeland Drive, Suite 500 Flowood, MS 39232, Primerica Business Purposes, Owner, 02/26/2015 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
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