Vincent Lipson

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

100 North Central Ave Ste A, Hartsdale, NY 10530 • United States

235 Ne 6Th Ave Unit E, Delray Beach, FL 33483 • 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

Organization	City	State	From	To
Pfs Investments Inc	Hartsdale	NY	08/2012	Present
Primerica Financial Services	Hartsdale	NY	06/2011	Present
Roy A. Lipson, Inc.	White Plains	NY	09/2016	Present
Dencraft Dental Laboratory	Hawthorne	NY	05/2019	Present

08/2012 → Present

Pfs Investments Inc

Hartsdale, NY
06/2011 → Present

Primerica Financial Services

Hartsdale, NY
09/2016 → Present

Roy A. Lipson, Inc.

White Plains, NY
05/2019 → Present

Dencraft Dental Laboratory

Hawthorne, NY

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.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-10-26

S63 Uniform Securities Agent State Law Examination

2012-10-26

Other Names

Vincent Paul Lipson

View on SEC IAPD