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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 | 2024-01-09 |
Branch Locations
700 Ne Loop 820 Ste 216-A, Hurst, TX 76053 • United States
1506 Paseo Del Plata Ste 300, Temple, TX 76502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hurst | TX | 10/2019 | Present |
| Primerica Financial Services | Hurst | TX | 06/2019 | Present |
| Texas Lawshield | Houston | TX | 05/2016 | 02/2024 |
| Irving Church Of Christ | Irving | TX | 10/2006 | 06/2019 |
| Christ Church Irving | Irving | TX | 12/2019 | 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. A1 Handgun Training, LLC., Not investment related, Irving, TX, Sole Proprietor, 01/2016 to Present, 3-8 hours committed per month (0 hours during securities trading hours). Crouch Financial Services, LLC, Investment Related, Irving, TX 75061, Primerica Business Purposes, Owner, 12/2009 To Present, 50 Hours Per Month (20 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-22 |
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