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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-08-02 |
Branch Locations
24 Onville Rd Suite 101D-10, Stafford, VA 22556 • United States
Stafford, VA • 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 | Stafford | VA | 12/2002 | Present |
| Pfs Investments Inc | Stafford | VA | 01/2006 | Present |
| Old Navy Llc | San Francisco | CA | 10/2016 | 11/2016 |
| Bni (Business Networking International) | Charlotte | NC | 10/2017 | 03/2018 |
| Bni (Business Networking International) | Charlotte | NC | 10/2017 | 03/2018 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-23 |
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