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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 | 2025-11-12 |
| AL | RA | APPROVED | 2023-09-25 |
Branch Locations
1401 I-85 Parkway Suite A-3, Montgomery, AL 36106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Montgomery | AL | 06/2020 | Present |
| Primerica Financial Services | Montgomery | AL | 09/1999 | Present |
| Tuskegee Ready-Mix, Inc | Montgomery | AL | 01/2019 | Present |
| Mps | Montgomery | AL | 08/2008 | 01/2018 |
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. SIC, LLC, Investment Related, 301 Seminole Dr. Montgomery AL 36117, Nature of Business (Primerica Business Purposes), Position/Title (Owner), Start Date (7/29/2019) to Present, 40 hours per month (0 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Three Squared Logistics Inc., Not Investment related, Deatsville, AL 36022, Vice President/Ownership, 10 hours committed per month (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-10 |
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