Terry Lecompte

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

• 02/2023 → 04/2023
  Homemaker
  San Diego, CA
• 09/2018 → Present
  Primerica Financial Services
  San Diego, CA
• 10/2024 → Present
  Pfs Investments Inc.
  San Diego, CA
• 05/2024 → 10/2024
  Homemaker
  San Diego, CA
• 05/2023 → 04/2024
  Transamerica Financial Advisors
  San Diego, CA
• 04/2023 → 04/2024
  World Financial Group, Inc.
  San Diego, CA
• 09/2002 → 02/2023
  Self Employed
  San Diego, CA

Previous Registrations

• 2023-05-12 → 2024-05-03
  Transamerica Financial Advisors, Llc
  San Diego, 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
  2023-03-16
• S63 Uniform Securities Agent State Law Examination
  2023-02-04