Best Investors Account Sign in

Paul William Heckmann

Pfs Investments Inc.

Tyler, TX

Tyler, TX

CRD 2058732

Claim This Profile
Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-05-23
  • TX RA
    APPROVED
    Since 2018-05-23

Branch Locations

Tyler, TX • United States

3362 Ssw Loop 323 Ste A, Tyler, TX 75701 • 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. Tyler TX 04/1990 Present
Primerica Financial Services Tyler TX 01/1989 Present
  • 04/1990 → Present
    Tyler, TX
  • 01/1989 → Present
    Primerica Financial Services
    Tyler, TX
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 2018-04-19
S63 Uniform Securities Agent State Law Examination 1990-07-20
  • S65 Uniform Investment Adviser Law Examination
    2018-04-19
  • S63 Uniform Securities Agent State Law Examination
    1990-07-20

View on SEC IAPD

More in Tyler, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor