Ronald Matthew Sweezea

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

• 03/2001 → Present
  Primerica Financial Services
  Richland, WA
• 01/2002 → Present
  Pfs Investments Inc.
  Richland, WA

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. -- Sweezea Financial Group LLC, Investment Related, Richland, WA 99352, Primerica Business Purposes, Owner, 03/01/2020 to present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-21
• S63 Uniform Securities Agent State Law Examination
  2002-07-22

Other Names

• Matt Sweezea
• Ronald M Sweezea