Lionel O Williams

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

• 07/2001 → Present
  Primeric Financial Services
  Kissimmee, FL
• 06/2021 → Present
  Pfs Investments Inc.
  Kissimmee, FL
• 08/2013 → 07/2019
  Vintrica International Llc
  Queens, NY
• 07/2019 → 02/2021
  Self Employed
  Ocala, FL

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

• S65 Uniform Investment Adviser Law Examination
  2022-10-06
• S63 Uniform Securities Agent State Law Examination
  2021-07-17

Other Names

• Lionel Ocarrol Williams