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Charlotte Jennette Doherty

Pfs Investments Inc.

Cranston, RI

Cumberland, RI

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-12-10
  • RI RA
    APPROVED
    Since 2025-12-10

Branch Locations

1255 Oaklawn Ave Ste R, Cranston, RI 02920 • United States

Cumberland, RI • 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. Cranston RI 08/2021 Present
Primerica Financial Services Cranston RI 04/2000 Present
Cumberland Public School Cumberland RI 09/2008 06/2022
  • 08/2021 → Present
    Cranston, RI
  • 04/2000 → Present
    Primerica Financial Services
    Cranston, RI
  • 09/2008 → 06/2022
    Cumberland Public School
    Cumberland, RI
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 2025-11-20
S63 Uniform Securities Agent State Law Examination 2021-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-11-20
  • S63 Uniform Securities Agent State Law Examination
    2021-10-30
Other Names
  • Charlotte J Doherty

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