Luke Shanks

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

• 08/2013 → 08/2021
  Texas Army National Guard
  San Marcos, TX
• 03/2015 → 07/2019
  Edward Jones
  St Louis, MO
• 08/2019 → Present
  Pfs Investments Inc.
  Dallas, TX
• 06/2019 → Present
  Primerica Financial Services
  Dallas, TX
• 08/2023 → Present
  Bni Networking Group
  Richardson, TX

Previous Registrations

• 2015-05-18 → 2019-07-02
  Edward Jones
  Dallas, TX
  Dallas, TX
  St Louis, MO
  Carrollton, 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. Bni Global, LLC, not investment related, Plano, TX 75024, Chapter Success Coach (1099), 06/2023 to present, 6 hours committed per month (2 hours during securities trading hours)

Exams

• S66 Uniform Combined State Law Examination
  2015-05-15

Other Names

• Luke C Shanks