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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-07 |
Branch Locations
Panama City, FL • United States
1 Primerica Parkway, Duluth, GA 30099 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Duluth | GA | 06/2016 | Present |
MANAGEMENT/OPERATIONS OF INVESTMENT-RELATED PRODUCTS LINCOLN CONSTRUCTION INC., PRESIDENT 07/2021 TO PRESENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
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