Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WA | RA | APPROVED | 2014-04-18 |
Branch Locations
2210 Riverside Dr Ste 220-A, Mt Vernon, WA 98273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments, Inc. | Mt Vernon | WA | 06/2010 | Present |
| Primerica Financial Services | Mt Vernon | WA | 04/1994 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-07 |
Reach out to this advisor