Suman K Khanna

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

• 12/2002 → Present
  Primerica Financial Services
  Rego Park, NY
• 08/2007 → Present
  Pfs Investments Inc
  Rego Park, NY

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. Suman & Shashi Khanna, Not investment related, Rego Park, NY 11374, Nature of Business: Rental properties, Owners, 05/2025 to Present, 2 hours committed per month (1 hour during securities trading hours). KMDH COCO LLC, Investment Related, Rego Park, NY 11374, Primerica Business Purposes, Partner, 12/2023 to Present, 10 hours per month (0 hours per month during securities trading hours), Legal Entity Formed Solely for Primerica Business Purposes. Self-Employed Consultant, Not investment related, Rego Park, NY 11374, Nature of Business: Consultant for non profit organization, Position/Title: Consultant (1099), 04/2026 to Present, 5 hours committed per month (0 hours during securities trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-09