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Charles Cleveland Whitley

Pfs Investments Inc.

Hoover, AL

Vestavia, AL

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2011-07-21
  • AL RA
    APPROVED
    Since 2011-07-21

Branch Locations

3605 Lorna Ridge Drive Ste 207, Hoover, AL 35216 • United States

Vestavia, AL • 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 Hoover AL 08/1995 Present
Pfs Investments Inc. Hoover AL 09/1995 Present
Cmj Financial Group Hoover AL 06/2019 Present
  • 08/1995 → Present
    Primerica Financial Services
    Hoover, AL
  • 09/1995 → Present
    Hoover, AL
  • 06/2019 → Present
    Cmj Financial Group
    Hoover, AL
Other Businesses

Sales of investment-related products and loans, part-time or full time, for companies affiliated with PFS Investments, Inc. as of 06/12/2019 these sales activities will be conducted under the D/B/A name of CMJ Financial Group. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-28
S63 Uniform Securities Agent State Law Examination 1996-04-09
  • S65 Uniform Investment Adviser Law Examination
    2011-01-28
  • S63 Uniform Securities Agent State Law Examination
    1996-04-09

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