Best Investors Account Sign in

Virkeisha Palmer

Pfs Investments Inc.

Dallas , TX

CRD 7306340

Claim This Profile
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:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-21

Branch Locations

3309 Elm Street Suite 110, Dallas , TX 75226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc Dallas TX 11/2020 Present
Primerica Financial Services Dallas TX 07/2020 Present
Homemaker Mckinney TX 07/2019 02/2020
Palmer Delivery Services Mckinney TX 02/2020 07/2020
Escambia County School District Pensacola FL 08/2004 07/2019
Dixon Transportation Group Allen TX 09/2024 08/2025
  • 11/2020 → Present
    Dallas, TX
  • 07/2020 → Present
    Primerica Financial Services
    Dallas, TX
  • 07/2019 → 02/2020
    Homemaker
    Mckinney, TX
  • 02/2020 → 07/2020
    Palmer Delivery Services
    Mckinney, TX
  • 08/2004 → 07/2019
    Escambia County School District
    Pensacola, FL
  • 09/2024 → 08/2025
    Dixon Transportation Group
    Allen, TX
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-09
S63 Uniform Securities Agent State Law Examination 2021-10-19
  • S65 Uniform Investment Adviser Law Examination
    2026-01-09
  • S63 Uniform Securities Agent State Law Examination
    2021-10-19
Other Names
  • Virkeisha Taite Palmer
  • Virkeisha Lashonda Taite

View on SEC IAPD

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor