Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MO | RA | APPROVED | 2023-02-07 |
Branch Locations
Pleasant Hill, MO • United States
109 Wyoming St Suite 104, Pleasant Hill, MO 64080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments, Inc | Pleasant Hill | MO | 11/2006 | Present |
| Primerica Finanical Services | Pleasant Hill | MO | 03/2006 | 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. Ashley Struzick, (1099), Not Investment Related, Pleasant Hill, Missouri 64080, Speaker, 10/2023 to present, 1 hour committed per month, 1 hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-09 |
Reach out to this advisor