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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 | 2021-08-02 |
| KS | RA | APPROVED | 2011-09-12 |
Branch Locations
Overland Park, KS • United States
7500 College Blvd Ste 500, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Overland Park | KS | 03/2001 | Present |
| Pfs Investments Inc. | Overland Park | KS | 02/2003 | 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. Kuhlman International, LLC, Investment Related, 15969 W 165th St , Olathe, KS 66062, Primerica Business Purposes, Owner,05/01/2021 To Present, 300 Hours Per Month (140 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely for Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-25 |
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