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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-01 |
| AZ | RA | APPROVED | 2019-01-07 |
Branch Locations
15333 N Pima Rd Suite 305-C, Scottsdale, AZ 85260 • United States
8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Scottsdale | AZ | 10/2000 | Present |
| Pfs Investments Inc. | Scottsdale | AZ | 04/2017 | Present |
| Alliance Residential | Phoenix | AZ | 08/2014 | 03/2020 |
| Fore Property | Glenzdale | AZ | 09/2020 | 12/2021 |
| Related Group | Miami | FL | 12/2021 | 09/2025 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-06 |
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