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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 |
|---|---|---|---|
| MS | RA | APPROVED | 2023-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Horn Lake | MS | 11/2019 | Present |
| Primerica Financial Services | Horn Lake | MS | 10/2016 | Present |
| Kids Only Gym | Southaven | MS | 06/2016 | 11/2016 |
| Senatobia Municipal School District | Senatobia | MS | 08/2021 | Present |
| Pfsu - Primerica Financial Services | Duluth | GA | 11/2024 | 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. Compel Church, Campus Connect Group Point, Not investment related, 820 Church Rd. E., Southaven, MS 38671, 01/2023 to Present, 20 hours committed per month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-20 |
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