Wendy W Larson

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

• 09/2020 → Present
  Pfs Investments Inc.
  Meridian, ID
• 10/2019 → Present
  Primerica Financial Services
  Meridian, ID
• 02/2015 → 11/2016
  Tutor.cOm
  New York City, NY
• 08/2015 → 02/2017
  Brigham Young University-Hawaii
  Laie, HI
• 02/2017 → 07/2019
  Brigham Young University-Hawaii
  Laie, HI
• 08/2019 → 09/2019
  Brigham Young University-Idaho
  Rexburg, ID
• 10/2019 → 02/2020
  Brigham Young University-Pathway Worldwide
  Salt Lake City, UT

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
  2024-02-03
• S63 Uniform Securities Agent State Law Examination
  2020-11-30

Other Names

• Wendy Whitaker
• Wendy Larson