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Kevin Lanorris Terrell

Pfs Investments Inc.

Duluth, GA

Stonecrest, GA

CRD 2373294

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2013-04-16
  • GA RA
    APPROVED
    Since 2013-04-16

Branch Locations

1 Primerica Parkway, Duluth, GA 30099 • United States

Stonecrest, GA • 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
OrganizationCityStateFromTo
Primerica Financial Services Duluth GA 05/1987 Present
Pfs Investments Inc. Duluth GA 06/1993 Present
Primerica Financial Services Duluth GA 12/2007 Present
  • 05/1987 → Present
    Primerica Financial Services
    Duluth, GA
  • 06/1993 → Present
    Pfs Investments Inc.
    Duluth, GA
  • 12/2007 → Present
    Primerica Financial Services
    Duluth, GA
Other Businesses

Management/Operations of investment-related products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-01
S63 Uniform Securities Agent State Law Examination 2011-07-28
  • S65 Uniform Investment Adviser Law Examination
    2011-12-01
  • S63 Uniform Securities Agent State Law Examination
    2011-07-28

View on SEC IAPD

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