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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| ID | RA | APPROVED | 2020-01-24 |
Branch Locations
1678 S Woodsage Ave Suite 110, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Meridian | ID | 01/2017 | Present |
| Primerica Financial Services | Meridian | ID | 03/2014 | Present |
| Homemaker | Rio Rancho | NM | 04/2009 | 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. State Of Idaho, Not Investment Related. Goldie Doodles Dog Breeder, Nampa, ID 83686, Rep is 50/50 Owner with Husband, 5 hours committed per month (0 hours during securities trading hours). Ooma, Not investment related, Sunnyvale, CA 94085, Voice Over Internet Phone Services, 05/2022 to Present, 0 hours committed per month (0 hours during securities trading hours). Door Dash, Not investment related, Nampa, ID 83686, Dasher (1099), 02/2026 to Present, 25 hours committed per month (5 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-18 |
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