Best Investors
Account
Sign in
Pfs Investments Inc. CRD 10111
$15.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-30 |
Branch Locations
842 Durham Rd Suite 300B, Wrightstown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2019 | 06/2020 |
| Defense Logistics Agency | Philadelphia | PA | 07/2018 | 08/2019 |
| Mezzi's Drywall | Philadelphia | PA | 07/2017 | 07/2018 |
| Honolulu Volkswagon | Honolulu | HI | 02/2017 | 09/2017 |
| U.S. Navy | Pearl Harbor | HI | 02/2011 | 02/2017 |
| Temple University | Philadelphia | PA | 08/2018 | 12/2019 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 11/2020 |
| Primerica Financial Services | Wrightstown | PA | 01/2022 | Present |
| Pfs Investments Inc. | Wrightstown | PA | 08/2022 | Present |
| Greencastle Consulting | Malvern | PA | 03/2021 | Present |
| Unemployed | Philadelphia | PA | 11/2020 | 03/2021 |
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. Greencastle Consulting, Not investment related, Malvern, PA, Associate Management Consultant, 03/2021 to Present.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
Reach out to this advisor