Best Investors Account Sign in

Gregory Thomas Patrick

Pfs Investments Inc.

Norwalk, OH

Milan, OH

CRD 6022622

Claim This Profile
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
OH RA APPROVED 2012-03-14
  • OH RA
    APPROVED
    Since 2012-03-14

Branch Locations

Norwalk, OH • United States

31 Park St, Milan, OH 44846 • 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 Milan OH 01/2012 Present
Primerica Financial Services Milan OH 09/2011 Present
  • 01/2012 → Present
    Milan, OH
  • 09/2011 → Present
    Primerica Financial Services
    Milan, OH
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.

View on SEC IAPD

More in Norwalk, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor