Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-06 |
Branch Locations
400 Broadhollow Rd Ste 4, Farmingdale, NY 11735 • United States
Copiague, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Farmingdale | NY | 01/1993 | Present |
| Pfs Investments Inc. | Farmingdale | NY | 03/1993 | 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. Joseph Cardino Jr., Inc., Investment related, Copiague, NY 11726 , Primerica business purposes, Owner, 10/01/2019 to Present, 180 hours committed per month (140 hours during securities trading hours), Legal entity formed solely for Primerica business purposes. RVP Factory of Long Island, Inc., Not investment related, 400 Broadhollow Rd, Ste 4, Farmingdale, NY 11735, Nature of Business: Primerica office lease, Position/Title: Owner/President, Start Date: 11/23/2021 to Present, No hours dedicated per month, Entity created for Primerica office lease only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-04 |
Reach out to this advisor