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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-30 |
Branch Locations
5825 66Th St North Suite 214, St Petersburg, FL 33709 • United States
Seminole, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | St Petersburg | FL | 08/1990 | Present |
| Pfs Investments Inc. | St Petersburg | FL | 08/1991 | 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. LK Management Corp, owner, investment related, 9425 Blvd Pass Rd., Suite 702, ST. Pete Beach, FL 33706, Primerica Business Purposes, 06/2022 to present, 160 hours per month (100 hours per month during securities trading hours). Legal entity formed Solely for Primerica
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-09 |
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