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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2017-12-05 |
Branch Locations
1180 N Mountain Springs Pkwy Ste 204-A, Springville, UT 84663 • United States
Payson, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Springville | UT | 10/2006 | Present |
| Pfs Investments Inc. | Springville | UT | 10/2007 | 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. Faith Family & Finances LLC; Investment Related; Position/Title: Member; Nature Of Business: LLC For Our Primerica Business; Start Date: 01/2022 - Present; 1441 S 1080 W Payson, UT 84651; 160 Total Hours Committed Per Month (80 Total Hours During Securities Trading Hours). Independent Contractor, Not Investment Related, Payson, UT 84651, Nature of Business: Social Media Influence, 10 hours per month (5 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-26 |
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