Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-14
FL RA APPROVED 2015-11-23
  • TX RA
    APPROVED_RES
    Since 2021-04-14
  • FL RA
    APPROVED
    Since 2015-11-23

Branch Locations

1217 Admiralty Blvd Ste B, Rockledge, FL 32955 • United States

Rockledge, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Rockledge FL 05/1995 Present
Pfs Investments Inc. Rockledge FL 07/1995 Present
  • 05/1995 → Present
    Primerica Financial Services
    Rockledge, FL
  • 07/1995 → Present
    Rockledge, FL
Other Businesses

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. Anderson & Anderson of Coral Springs, Inc., Investment Related, 12555 Orange Dr,. Ste 256 Davie, FL 33325, Primerica Business Purposes, President, 12/06/2002 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-20
S63 Uniform Securities Agent State Law Examination 1995-08-30
  • S65 Uniform Investment Adviser Law Examination
    2015-10-20
  • S63 Uniform Securities Agent State Law Examination
    1995-08-30
Other Names
  • Lisa Anderson
  • Lisa Nadine Browne

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rockledge, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor