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William Peyton Morgan

Pfs Investments Inc.

Summerville, SC

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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-08
  • SC RA
    APPROVED
    Since 2026-01-08

Branch Locations

100 S Main St Suite I, Summerville, SC 29483 • 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. Summerville SC 03/2025 Present
Primerica Financial Services Summerville SC 11/2024 Present
Unemployed Moncks Corner SC 05/2024 11/2024
Clemson University Clemson SC 08/2023 05/2024
W International Goose Creek SC 05/2023 08/2023
Clemson Universty Clemson SC 08/2022 05/2023
W International Goose Creek SC 05/2022 08/2022
Berkeley High School Moncks Corner SC 08/2015 06/2019
Unemployed Moncks Corner SC 06/2019 08/2019
University Of Tennessee Knoxville TN 08/2019 08/2020
Clemson Universtiy Clemson SC 08/2020 06/2021
W International Goose Creek SC 06/2021 08/2021
Clemson University Clemson SC 08/2021 05/2022
  • 03/2025 → Present
    Summerville, SC
  • 11/2024 → Present
    Primerica Financial Services
    Summerville, SC
  • 05/2024 → 11/2024
    Unemployed
    Moncks Corner, SC
  • 08/2023 → 05/2024
    Clemson University
    Clemson, SC
  • 05/2023 → 08/2023
    W International
    Goose Creek, SC
  • 08/2022 → 05/2023
    Clemson Universty
    Clemson, SC
  • 05/2022 → 08/2022
    W International
    Goose Creek, SC
  • 08/2015 → 06/2019
    Berkeley High School
    Moncks Corner, SC
  • 06/2019 → 08/2019
    Unemployed
    Moncks Corner, SC
  • 08/2019 → 08/2020
    University Of Tennessee
    Knoxville, TN
  • 08/2020 → 06/2021
    Clemson Universtiy
    Clemson, SC
  • 06/2021 → 08/2021
    W International
    Goose Creek, SC
  • 08/2021 → 05/2022
    Clemson University
    Clemson, SC
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
S63 Uniform Securities Agent State Law Examination 2025-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16
  • S63 Uniform Securities Agent State Law Examination
    2025-05-29

View on SEC IAPD

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