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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-08 |
Branch Locations
1 Primerica Parkway, Duluth, GA 30099-0001 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | New York | NY | 09/2014 | 08/2020 |
| Wells Fargo Clearing Services, Llc | New York | NY | 10/2014 | 08/2020 |
| Jp Morgan Securities, Llc | Mineola | NY | 08/2020 | 07/2022 |
| Jp Morgan Chase Bank, N.A. | Mineola | NY | 08/2020 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingsport | TN | 08/2022 | 12/2023 |
| Primerica Financial Services | Duluth | GA | 02/2024 | Present |
Management/Operations of Investment-Related Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-28 |
Reach out to this advisor