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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-06 |
Branch Locations
1776 Tech Park Dr Ne Suite 102-A, New Philadelphia, OH 44663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | New Philadelphia | OH | 08/2004 | Present |
| Ecoesc | New Philadelphia | OH | 03/2008 | Present |
| Pfs Investments Inc. | New Philadelphia | OH | 09/2010 | 12/2022 |
| New Philadelphia City Schools | New Philadelphia | OH | 08/2007 | 01/2024 |
| Your Choice Driving School | Uhrichsville | OH | 08/2023 | Present |
| Aaa Stables | Uhrichsville | OH | 08/2020 | Present |
| Pfs Investments Inc. | New Philadelphia | OH | 03/2024 | 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. ECOES (1099), not investment related, New Philadelphia, OH, Drivers ED Instructor, 03/2008 to present, 40 hours a month (40 hours during securities trading hours) AAA Stables, not investment related, Uhrichsville, OH, Owner, 08/2020 to present, 20 hours a month (20 hours a month during securities trading hours) 05/2013 present, Instructor, Primerica Financial Services University, Education Leaf Solutions, sales/delivery, 03/01/2017 - present
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