David Eugene Charlton

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → Present
  Pfs Investments Inc.
  Opelika, AL
• 11/1989 → Present
  Primerica Financial Services
  Opelika, AL
• 09/2009 → Present
  Scf Buildings
  Tallassee, AL
• 10/2012 → Present
  Carville Gin Co.
  Tallassee, AL
• 04/2017 → 07/2017
  J.C. Penny
  Auburn, AL
• 11/2022 → 03/2023
  Fair Square Medicare
  San Francisco, CA

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

• S65 Uniform Investment Adviser Law Examination
  2021-09-29
• S63 Uniform Securities Agent State Law Examination
  2019-09-06