Robert Lee Vaughn

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

• 07/1997 → Present
  Primerica Financial Services
  Sacramento, CA
• 06/2006 → Present
  Pfs Investments Inc.
  Sacramento, CA
• 01/2021 → 01/2022
  R-Tek Solutions
  Dublin, CA
• 07/2021 → 09/2022
  General Dynamics
  French Camp, CA
• 02/2023 → Present
  Ncr
  Atlanta, GA

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
  2017-10-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-02

Other Names

• Robert Lee Vaughn