Minyon Lee Heard

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  Primerica Financial Services
  Euclid, OH
• 08/2018 → Present
  Pfs Investments Inc.
  Euclid, OH
• 06/2016 → Present
  Retired
  Solon, OH

Previous Registrations

• 2003-09-02 → 2007-02-15
  Keybanc Capital Markets Inc.
  Cleveland, OH
  Pepper Pike, OH
  Pepper Pike, OH

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. Chagrin Valley Real Estate, LLC Type of business: Rental real estate Solon, OH Start date: 5/12/2011 Member Hours per week: 2 Hours during trading: 2 Record income, discuss issues w/tenants.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-28

Other Names

• Minyon L Heard
• Minyon F Lee
• Minyon Lee Heard