Kerry Claflin

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

• 06/2025 → Present
  Pfs Investments Inc.
  Middleboro, MA
• 03/2025 → Present
  Primerica Financial Services
  Middleboro, MA
• 02/2025 → 05/2025
  Unemployed
  Shrewsbury, MA
• 08/2020 → 02/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Worcester, MA
• 06/2012 → 08/2020
  Bank Of America
  Westborough, MA
• 10/2025 → 10/2025
  Burtons
  Shrewsbury, MA

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-09
• S63 Uniform Securities Agent State Law Examination
  2025-07-23

Other Names

• Kerry Ann King