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Zachary Brown

Pfs Investments Inc.

Locust, NC

Midland, NC

CRD 7394514

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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
NC RA APPROVED 2024-12-23
  • NC RA
    APPROVED
    Since 2024-12-23

Branch Locations

Locust, NC • United States

4285 Hwy 24-27 E #D6, Midland, NC 28107 • 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. 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
  • 06/2021 → Present
    Midland , NC
  • 01/2021 → Present
    Primerica Financial Services
    Midland , NC
  • 08/2019 → 06/2021
    Stanly County Schools
    Albemarle, NC
  • 08/2014 → 05/2018
    Mars Hill University
    Mars Hill, NC
  • 05/2018 → 08/2019
    Xavier Univesity
    Cincinnati, OH
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. 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).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-13
S63 Uniform Securities Agent State Law Examination 2021-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-12-13
  • S63 Uniform Securities Agent State Law Examination
    2021-07-02
Other Names
  • Zachary Steven Brown

View on SEC IAPD

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