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Gail Lynn Knop

Pfs Investments Inc.

St Louis, MO

CRD 6083574

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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
MO RA APPROVED 2022-12-20
  • MO RA
    APPROVED
    Since 2022-12-20

Branch Locations

13545 Barrett Parkway Dr Suite 102A-1, St Louis, MO 63021 • 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
Avantax Investment Services, Inc. Steeleville IL 11/2020 09/2022
Avantax Insurance Agency, Llc Steelville IL 11/2020 09/2022
Avantax Advisory Services Steeleville IL 11/2020 09/2022
Primerica Financial Services St Louis MO 06/1987 Present
Pfs Investments Inc. St Louis MO 10/2022 Present
  • 11/2020 → 09/2022
    Avantax Investment Services, Inc.
    Steeleville, IL
  • 11/2020 → 09/2022
    Avantax Insurance Agency, Llc
    Steelville, IL
  • 11/2020 → 09/2022
    Avantax Advisory Services
    Steeleville, IL
  • 06/1987 → Present
    Primerica Financial Services
    St Louis, MO
  • 10/2022 → Present
    St Louis, MO
Previous Registrations
  • 2021-03-25 → 2022-09-07
    Avantax Advisory Services
    Steeleville, IL
    Steeleville, IL
    Dallas, 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. It All Adds Up, LLC., Owner, Not investment related, 07/2009, Steeleville, IL, Accounting, bookkeeping and taxes, salary every other week & profits, 30-50 hours per week depending on the workload, 30-50 trading hours. duties are accounting, bookkeeping, & taxes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-20
  • S66 Uniform Combined State Law Examination
    2021-03-20
Other Names
  • Gail Newton
  • Gail Knop
  • Gail L Newton
  • Gail Lynn Newton

View on SEC IAPD

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