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Benjamin Louis Longoria

Pfs Investments Inc.

San Marcos, TX

Oklahoma City, OK

CRD 6994107

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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
OK RA APPROVED 2022-11-16
  • OK RA
    APPROVED
    Since 2022-11-16

Branch Locations

174 S Guadalupe St.A Ste. 200, San Marcos, TX 78666-5567 • United States

5712 Nw 132Nd St Ste 2, Oklahoma City, OK 73142 • 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. Oklahoma City OK 02/2020 Present
Primerica Financial Services Oklahoma City OK 10/2017 Present
Farmers Insurance Oklahoma City OK 10/2005 Present
  • 02/2020 → Present
    Oklahoma City, OK
  • 10/2017 → Present
    Primerica Financial Services
    Oklahoma City, OK
  • 10/2005 → Present
    Farmers Insurance
    Oklahoma City, OK
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 2022-10-05
S63 Uniform Securities Agent State Law Examination 2020-10-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-05
  • S63 Uniform Securities Agent State Law Examination
    2020-10-10
Other Names
  • Benjamin Louis Longoria
  • Ben Louis Longoria

View on SEC IAPD

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