Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| RI | RA | APPROVED | 2012-02-13 |
Branch Locations
1525 Old Louisquisset Pike Suite C-103, Lincoln, RI 02865 • United States
Lincoln, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Lincoln | RI | 05/2004 | Present |
| Pfs Investments Inc. | Lincoln | RI | 04/2005 | Present |
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. Martins & Associate, Investment Related, 203 Concord St, Unit 311, Pawtucket RI, 02860, Primerica Business Purposes, Sole Member, 02/08/2022 to Present, 4 hours per month (1 hour per month during securities trading hours legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-16 |
Reach out to this advisor