Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2016-02-04
  • IA RA
    APPROVED
    Since 2016-02-04

Branch Locations

101 N Elm St, Avoca, IA 51521 • United States

Adel, IA • 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 Avoca IA 07/1993 Present
Pfs Investments Inc Avoca IA 08/2001 Present
  • 07/1993 → Present
    Primerica Financial Services
    Avoca, IA
  • 08/2001 → Present
    Avoca, IA
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 2016-01-06
S63 Uniform Securities Agent State Law Examination 2001-10-15
  • S65 Uniform Investment Adviser Law Examination
    2016-01-06
  • S63 Uniform Securities Agent State Law Examination
    2001-10-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Avoca, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor