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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-31 |
| CO | RA | APPROVED | 2011-08-12 |
Branch Locations
1401 S Taft Ave Ste 102-A, Loveland, CO 80537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments, Inc | Loveland | CO | 08/2007 | Present |
| Phil Hansen Studio Llc | Loveland | CO | 01/2007 | 12/2024 |
| Primerica Financial Services | Loveland | CO | 05/2007 | 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. Pres LLC, Investment Related, 4952 Silverwood Dr. Johnstown CO 80534, Nature of Business (Primerica Business Purposes), Position/Title (Sole Owner), Start Date (4/15/2021) to Present, 160 of hours per month (140 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-05 |
Reach out to this advisor