Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-11-07 |
Branch Locations
3636 Utica Ridge Road, Bettendorf, IA 52722 • United States
Coal Valley, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bettendorf | IA | 05/2001 | Present |
| Pfs Investments Inc. | Bettendorf | IA | 05/2002 | Present |
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. GBK Enterprises LLC, Investment Related, Bettendorf, IA 52722, Primerica Business Purposes, Owner, 11/17/2023 To Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-27 |
Reach out to this advisor