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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 | 2024-03-11 |
| HI | RA | APPROVED | 2021-08-06 |
Branch Locations
2153 N King St Ste 308, Honolulu, HI 96819 • United States
Kapolei, HI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Primerica Financial Services | Honolulu | HI | 12/1991 | Present |
| Pfs Investments Inc. | Honolulu | HI | 01/1992 | 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. Shego, LLC, investment related, 2153 N. King St. #304 Honolulu, HI 96819, Primerica business purposes, Owner, October 2019 to Present, 200 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-05 |
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