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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 | 2026-06-08 |
| LA | RA | APPROVED | 2023-06-07 |
Branch Locations
1180 N Mountain Springs Pkwy Suite 204-B, Springville, UT 84663 • United States
3636 S Sherwood Forest Blvd Ste 101B, Baton Rouge, LA 70816 • 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 |
|---|---|---|---|---|
| The Natural Touch Massage | Denham Springs | LA | 06/2026 | Present |
| Primerica Financial Services | Baton Rouge | LA | 10/2005 | Present |
| Pfs Investments Inc. | Baton Rouge | LA | 08/2018 | Present |
| Homemaker | Walker | LA | 10/2012 | 06/2018 |
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. ETE Enterprises, LLC, Manager/Registered Agent, 05/2025 to present, Solar power sales, Denham Springs, LA 70726, Non-investment related, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), rep was added to her husband\u2019s business in case something happens to him, no involvement with the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-30 |
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