Claudia Guadalupe Pineda Padilla

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

• 09/2015 → 11/2019
  Avantax Investment Services, Inc.
  Norcross, GA
• 01/2015 → 12/2022
  Grace M Williams Cpa Pc
  Norcross, GA
• 09/2020 → 12/2022
  Avantax Investment Services,Inc.
  Norcross, GA
• 09/2020 → 12/2022
  Avantax Insurance Agency, Llc
  Norcross, GA
• 02/2021 → 12/2022
  Grace M. Williams Cpa, Pc
  Norcross, GA
• 03/2022 → 12/2022
  Avantax Advisory Services
  Norcross, GA
• 11/2019 → Present
  Primerica Financial Services
  Cumming, GA
• 02/2023 → Present
  Pfs Investments Inc.
  Cumming, GA

Previous Registrations

• 2022-03-03 → 2022-12-15
  Avantax Advisory Services
  Norcross, GA

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. Instacart, Not investment related, San Francisco, CA 94105, Independent Contractor (1099), 03/2025 to Present, 30 hours committed per month (10 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-15
• S63 Uniform Securities Agent State Law Examination
  2021-01-12

Other Names

• Claudia Pineda-Padilla
• Claudia G Pineda-Padilla
• Claudia G Padilla
• Claudia G Pineda
• Claudia Pineda
• Claudia Guadalupe Pineda-Padilla
• Claudia Guadalu Pinedapadilla
• Claudia Guadalu Pineda Padilla