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Benjamin James Neil

Pfs Investments Inc.

Weymouth, MA

N Weymouth, MA

CRD 5298066

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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
MA RA APPROVED 2013-06-03
  • MA RA
    APPROVED
    Since 2013-06-03

Branch Locations

Weymouth, MA • United States

33 Sea St Ste A, N Weymouth, MA 02191 • 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
Pfs Investments Inc. N Weymouth MA 02/2007 Present
Swn Church Weymouth MA 07/2012 06/2023
Primerica Financial Services N Weymouth MA 07/2005 Present
  • 02/2007 → Present
    N Weymouth, MA
  • 07/2012 → 06/2023
    Swn Church
    Weymouth, MA
  • 07/2005 → Present
    Primerica Financial Services
    N Weymouth, MA
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. Great Scott Productions (shared revenue based on verbal agreements), Not investment related. Rockland, MA 02370. Entertainer. 06/2007 to Present. 3 hours committed per month (1 hours during securities trading hours). Cube-it, not investment related. Quincy, MA 02170. Owner/Creator. 10 hours committed per month (1 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-09
S63 Uniform Securities Agent State Law Examination 2007-06-05
  • S65 Uniform Investment Adviser Law Examination
    2013-05-09
  • S63 Uniform Securities Agent State Law Examination
    2007-06-05

View on SEC IAPD

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