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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-21 |
Branch Locations
1 Primerica Parkway, Duluth, GA 30099 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc | Duluth | GA | 01/1997 | Present |
| Primerica Financial Services | Duluth | FL | 03/1996 | Present |
| Primerica Financial Services | Davie | GA | 07/2004 | Present |
Management/Operations of investment-related products Anderson & Anderson of Coral Springs, Inc., Investment Related, 12555 Orange Dr,. Ste 256 Davie, FL 33325, Primerica Business Purposes, Vice President, 12/06/2002 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 | 2025-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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