Robert Myers Isaacs

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

• 08/2012 → Present
  Unemployed
  Paris, KY
• 03/1998 → Present
  Primerica Financial Services
  Lexington, KY
• 02/2013 → Present
  Pfs Investments Inc
  Lexington, KY
• 08/2015 → 09/2024
  Roe Excavating
  Paris, KY

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. Spectrum Contracting Services, Not Investment Related, Lexington, KY 40511, Estimator- Self Employed, 06/2015 To Present, Devotes 40 Hours Per Month (40 Hours During Securities Trading Hours). PFS Investments, Not Investment Related, Lexington, KY 40511, Position: Iar (1099), 40 Hours Committed Per Month (40 Hours During Securities Trading Hours), Inspecting A Construction Project for Spectrum Contracting Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-02
• S63 Uniform Securities Agent State Law Examination
  2013-02-22