Patrick Farrell Muldary

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1994 → Present
  Primerica Financial Services
  Auburn, WA
• 01/1995 → Present
  Pfs Investments Inc.
  Auburn, WA

Other Businesses

SALES OF INVESTMENT-RELATED PRODUCTS AND LOANS, PART-TIME OR FULL TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. I MAY ALSO RECEIVE NON-INVESTMENT RELATED COMPENSATION FROM 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. 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. PFM Enterprises, Inc., Investment Related, 19806 Island Pkwy. E. Sumner, WA 98390, Primerica Business Purposes, Owner, 11/1991 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-09
• S63 Uniform Securities Agent State Law Examination
  1995-03-01

Other Names

• Pat Muldary