Minesh Baxi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Pfs Investments Inc
  Ormond Beach, FL
• 09/2010 → Present
  Primerica Financial Services
  Ormond Beach, FL
• 06/2001 → Present
  Minesh Baxi &Amp; Associates Llc
  Troy, MI

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. Minesh Baxi & Associates LLC / Partner (Professional Speaker, Author and Business Coach); The Business Is Not Investment Related. 20 Hours A Week. Conduct Seminars and Coaching Programs for Business Owners. 10X Business Coach - Licensee - Present Author, Multiple books, 01/2008 to Present, Palm Coast, FL 32164, 0 Time Commitment, only selling published books

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-12
• S63 Uniform Securities Agent State Law Examination
  2011-11-29

Other Names

• Minesh Kumar-Narendra Baxi