Asa Wolfe

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

• 06/2020 → Present
  Pfs Investments Inc.
  Liberty Lake, WA
• 08/2013 → Present
  Primerica Financial Services
  Liberty Lake, WA
• 05/2017 → 09/2021
  Us Army
  Jblm, WA
• 06/2017 → 08/2017
  Ez Loader
  Spokane, WA
• 08/2016 → 05/2017
  Norwich University
  Northfield, VT
• 03/2022 → 05/2023
  Scoop Troop Llc
  Spokane Valley, WA

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-04
• S63 Uniform Securities Agent State Law Examination
  2020-06-27

Designations

• Certified Financial Planner

Other Names

• Asa Robert Wolfe