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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2014-02-04 |
Branch Locations
2631 N Meade St Suite 102-A, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Appleton | WI | 10/2012 | Present |
| Primerica Financial Services | Appleton | WI | 04/2011 | Present |
| Ornua Ingredients North America | Hilbert | WI | 07/2018 | 08/2018 |
| Everts & Associates | Appleton | WI | 09/2021 | 05/2023 |
| St. Mary Middle School | Neenah | WI | 07/2020 | 06/2021 |
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 | 2013-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-12 |
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