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Billy Wayne Weikel

Pfs Investments Inc.

Lubbock, TX

Lubbock, TX

CRD 5415840

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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
TX RA APPROVED 2012-07-27
  • TX RA
    APPROVED
    Since 2012-07-27

Branch Locations

11006 Indiana Ave Ste 200, Lubbock, TX 79423 • United States

Lubbock, TX • 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 Lubbock TX 12/2011 Present
Primerica Financial Services Lubbock TX 12/2009 Present
  • 12/2011 → Present
    Lubbock, TX
  • 12/2009 → Present
    Primerica Financial Services
    Lubbock, TX
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. Joyful Ventures, Founder, Non-Investment Related, Lubbock, TX, 12/2017 to Present Stewart Insurance and Financial Services, LLC., Investment related, Lubbock, TX 79423, Assistant (1099), 02/2026 to Present, 20 hours committed per month (10 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-14
S63 Uniform Securities Agent State Law Examination 2011-12-28
  • S65 Uniform Investment Adviser Law Examination
    2012-07-14
  • S63 Uniform Securities Agent State Law Examination
    2011-12-28
Other Names
  • Billy Weikel
  • Billy W Weikel

View on SEC IAPD

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