Kathleen Gillikin Maccubbin

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

• 05/2010 → 01/2018
  Baltimore County Public Library
  Towson, MD
• 01/2018 → 02/2019
  Baltimore County Public Library
  Towson, MD
• 02/2019 → 04/2019
  Homemaker
  Cockeysville, MD
• 12/2000 → Present
  Primerica Financial Services
  Colonial Heights, VA
• 06/2020 → Present
  Pfs Investments Inc.
  Colonial Heights, VA
• 10/2020 → 01/2024
  Univ.OF Maryland
  Baltimore, MD
• 10/2020 → 01/2024
  Mccormick
  Huntvalley, MD

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
  2020-09-14
• S63 Uniform Securities Agent State Law Examination
  2020-07-24

Other Names

• Lara Kathleen Gillikin
• Lara Kathleen Maccubbin