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Andrew Turner

Pfs Investments Inc.

Newark, DE

CRD 7161955

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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
DE RA APPROVED 2021-07-20
  • DE RA
    APPROVED
    Since 2021-07-20

Branch Locations

1220 Peoples Plaza Ste C, Newark, DE 19702 • 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. Newark DE 08/2019 Present
Primerica Financial Services Newark DE 01/2012 Present
Federal Resources Stevensville MD 07/2012 03/2022
United Parcel Service Easton MD 05/2011 11/2016
Sealing Technologies Stevensville MD 03/2022 Present
  • 08/2019 → Present
    Newark, DE
  • 01/2012 → Present
    Primerica Financial Services
    Newark, DE
  • 07/2012 → 03/2022
    Federal Resources
    Stevensville, MD
  • 05/2011 → 11/2016
    United Parcel Service
    Easton, MD
  • 03/2022 → Present
    Sealing Technologies
    Stevensville, MD
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. 11265 Maplewood Dr, Ridgely, MD 21660, Not investment related, No position/title, 3rd party management rental, 5 hours committed per month (0 hours during securities trading hours). LVL 99 LLC, Not Investment Related, Ridgely, MD 80537, Nature of Business: Start up business in the family entertainment industry., Position/Title: Owner, 10 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-03
S63 Uniform Securities Agent State Law Examination 2021-05-27
  • S65 Uniform Investment Adviser Law Examination
    2021-07-03
  • S63 Uniform Securities Agent State Law Examination
    2021-05-27

View on SEC IAPD

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