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William B Whittle

Pfs Investments Inc.

Baton Rouge, LA

Baton Rouge, LA

CRD 5399758

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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
LA RA APPROVED 2012-11-21
  • LA RA
    APPROVED
    Since 2012-11-21

Branch Locations

3636 S Sherwood Forest Blvd Ste 500H, Baton Rouge, LA 70816 • United States

Baton Rouge, LA • 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 Baton Rouge LA 08/2007 Present
Primerica Financial Services Baton Rouge LA 05/2007 Present
  • 08/2007 → Present
    Baton Rouge, LA
  • 05/2007 → Present
    Primerica Financial Services
    Baton Rouge, LA
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.

View on SEC IAPD

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