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Joel Aaron Lamoureux

Pfs Investments Inc.

Providence, RI

Warwick, RI

CRD 4789090

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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:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2023-12-19
  • RI RA
    APPROVED
    Since 2023-12-19

Branch Locations

Providence, RI • United States

2000 Warwick Avenue, Warwick, RI 02889 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Warwick RI 11/2002 Present
Pfs Investments Inc. Warwick RI 04/2004 Present
  • 11/2002 → Present
    Primerica Financial Services
    Warwick, RI
  • 04/2004 → Present
    Warwick, RI
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. Lam Properties,LLC. - Partner - Non Investment Related - E. Douglas,Ma. - Start Date 11/2013 To Present. Westsidetov Inc., Investment Related, 16 Mason Ave Ste LL2 North Attleboro MA 02760, Nature of Business (Primerica Business Purposes), Owner, Start Date (1/27/2011) to Present, 100 hours per month (50 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Rental Property, Not Investment Related, Providence, Rhode Island 02909, Property Owner, 2 hours committed per month, (0 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-11
S63 Uniform Securities Agent State Law Examination 2004-06-03
  • S65 Uniform Investment Adviser Law Examination
    2013-06-11
  • S63 Uniform Securities Agent State Law Examination
    2004-06-03

View on SEC IAPD

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