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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
VA RA APPROVED 2011-07-15
  • VA RA
    APPROVED
    Since 2011-07-15

Branch Locations

320C Charles H Dimmock Parkway Ste-A, Colonial Heights, VA 23834 • United States

Colonial Heights, VA • 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
Primerica Financial Services Colonial Heights VA 11/2000 Present
Pfs Investments Inc. Colonial Heights VA 02/2001 Present
  • 11/2000 → Present
    Primerica Financial Services
    Colonial Heights, VA
  • 02/2001 → Present
    Colonial Heights, VA
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-30
S63 Uniform Securities Agent State Law Examination 2001-03-16
  • S65 Uniform Investment Adviser Law Examination
    2011-03-30
  • S63 Uniform Securities Agent State Law Examination
    2001-03-16
Other Names
  • Linda Custard Gillikin

View on SEC IAPD

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