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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-05-05
  • PA RA
    APPROVED
    Since 2016-05-05

Branch Locations

31 Oak Ave Ste 150-C, Chalfont, PA 18914 • United States

Ambler, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A.L. Williams Kulpsville PA 02/1990 Present
Pfs Investments Inc. Chalfont PA 09/1990 Present
Primerica Financial Services Chalfont PA 03/1990 Present
  • 02/1990 → Present
    A.L. Williams
    Kulpsville, PA
  • 09/1990 → Present
    Chalfont, PA
  • 03/1990 → Present
    Primerica Financial Services
    Chalfont, PA
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. Future Legacy Group, LLC, 50% Owner, Investment Related, Ambler, PA 19002, Primerica Business Purposes, 7/29/2019 to Present, 160 hours per month (140 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. YES2PFS, Inc, Investment Related, Ambler, PA 19002, Primerica Business Purposes, Incorporator of the S Corp Entity, 04/01/2026 To Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes. Contemporary Management Inc, Investment Related, Ambler, PA 19002, Primerica Business Purposes, Partner, 08/1982 To Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes, business nonoperational, but still active with PA secretary of state.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-21
S63 Uniform Securities Agent State Law Examination 1991-03-14
  • S65 Uniform Investment Adviser Law Examination
    2016-04-21
  • S63 Uniform Securities Agent State Law Examination
    1991-03-14

View on SEC IAPD

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