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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-14 |
| NJ | RA | APPROVED | 2013-02-12 |
Branch Locations
169 Ramapo Valley Road Suite Ll106-E, Oakland, NJ 07436 • United States
Norwood, NJ • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Oakland | NJ | 11/1990 | Present |
| Primerica Financial Services | Oakland | NJ | 02/1991 | 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. Oakland Office Management, LLC, Investment Related, Norwood, New Jersey, Primerica Business Purposes, Owner, 10/2011to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-12 |
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