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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-03
OK RA APPROVED 2025-01-08
  • TX RA
    APPROVED_RES
    Since 2026-06-03
  • OK RA
    APPROVED
    Since 2025-01-08

Branch Locations

5712 Nw 132Nd St Ste 4, Oklahoma City, OK 73142 • United States

Meeker, OK • 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
Primerica Financial Services Oklahoma City OK 12/2004 Present
Pfs Investments Inc Oklahoma City OK 07/2005 Present
  • 12/2004 → Present
    Primerica Financial Services
    Oklahoma City, OK
  • 07/2005 → Present
    Oklahoma City, OK
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. Latigo Equine Performance LLC, non-investment related, Choctaw, OK 73020, Partner, 01/2020 to Present, 60 hours per month (5 hours per month during securities trading hours), horse competitions. Latigo Financial, LLC, Investment Related, 1401 N Peebly Rd, Choctaw, OK 73020, Primerica Business Purposes, Partner, 11/5/2019 to Present, 160 hours per month (140 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-23
S63 Uniform Securities Agent State Law Examination 2005-09-28
  • S65 Uniform Investment Adviser Law Examination
    2016-05-23
  • S63 Uniform Securities Agent State Law Examination
    2005-09-28
Other Names
  • Lynne Marie Karr
  • Lynne Marie Carlson
  • Lynne Karr

View on SEC IAPD

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