Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED_RES | 2020-05-11 |
Branch Locations
7150 Campus Dr Ste 265, Colorado Springs, CO 80920 • United States
415 West Golf Rd Suite 37, Arlington Heights, IL 60005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Colorado Springs | CO | 07/2015 | Present |
| Primerica Financial Services | Colorado Springs | CO | 01/2015 | Present |
| Pepsi Co | Barrington | IL | 02/2016 | 11/2018 |
| Dowdupont | Midland | MI | 12/2018 | Present |
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 | 2016-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-12 |
Reach out to this advisor