Best Investors
Account
Sign in
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 |
|---|---|---|---|
| KS | RA | APPROVED | 2018-07-05 |
Branch Locations
Lee'S Summit, MO • United States
14497 N Dale Mabry Hwy Ste 240-K, Tampa, FL 33618 • United States
7301 W 129Th St Suite 100, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Overland Park | KS | 01/2008 | Present |
| Primerica Financial Services | Overland Park | KS | 06/2006 | Present |
| Blue Springs School Dist. | Blue Springs | MO | 07/1995 | 06/2019 |
| Blue Springs School District | Blue Springs District | MO | 01/2021 | Present |
| Fort Osage School District | Independence | MO | 07/2019 | Present |
| Lees Summit School District | Lees Summit | MO | 03/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-31 |
Reach out to this advisor