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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-23 |
Branch Locations
4285 Hwy 24-27 E #D6, Midland, NC 28107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Midland | NC | 06/2021 | Present |
| Primerica Financial Services | Midland | NC | 01/2021 | Present |
| Stanly County Schools | Albemarle | NC | 08/2019 | 06/2021 |
| Mars Hill University | Mars Hill | NC | 08/2014 | 05/2018 |
| Xavier Univesity | Cincinnati | OH | 05/2018 | 08/2019 |
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. Brown Legacy Enterprise. Not Investment Related, Charlotte, NC, Owner, Primerica Business Entity, 01/2023 to Present, Devotes 60 hours per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-02 |
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