Eric Brett Mcnamara

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

Authority	Category	Status	Date
FL	RA	APPROVED	2021-10-04

FL RA
APPROVED

Since 2021-10-04

Branch Locations

Bradenton, FL • United States

25400 Us Hwy 19 N Ste 158, Clearwater, FL 33763 • United States

405 W Pkwy Pl Suite 125, Ridgeland, MS 39157 • 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

Organization	City	State	From	To
Pfs Investments Inc.	Clearwater	FL	06/2019	Present
Primerica Financial Services	Clearwater	FL	02/2019	Present
Blue Signet Holdings	Sarasota	FL	12/2017	Present
Lone Tree Inc.	Capitan	NM	04/2001	12/2017
Bayside Community Church	Bradenton	FL	04/2024	Present

06/2019 → Present

Pfs Investments Inc.

Clearwater, FL
02/2019 → Present

Primerica Financial Services

Clearwater, FL
12/2017 → Present

Blue Signet Holdings

Sarasota, FL
04/2001 → 12/2017

Lone Tree Inc.

Capitan, NM
04/2024 → Present

Bayside Community Church

Bradenton, FL

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-09-08
S63	Uniform Securities Agent State Law Examination	2019-09-14

S65 Uniform Investment Adviser Law Examination

2021-09-08
S63 Uniform Securities Agent State Law Examination

2019-09-14

View on SEC IAPD