Lorna Bernadette Burkart

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

Authority	Category	Status	Date
CT	RA	APPROVED	2016-05-05

CT RA
APPROVED

Since 2016-05-05

Branch Locations

5 Business Park Way, Griswold, CT 06351 • United States

Griswold, CT • 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

Organization	City	State	From	To
Primerica Financial Services	Griswood	CT	02/1990	Present
Pfs Investments Inc.	Griswood	CT	10/1991	Present

02/1990 → Present

Primerica Financial Services

Griswood, CT
10/1991 → Present

Pfs Investments Inc.

Griswood, CT

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-04-20
S63	Uniform Securities Agent State Law Examination	1991-12-11

S65 Uniform Investment Adviser Law Examination

2016-04-20
S63 Uniform Securities Agent State Law Examination

1991-12-11

View on SEC IAPD