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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| MO | RA | APPROVED | 2020-10-19 |
Branch Locations
1200 Nw South Outer Rd Ste 112, Blue Springs, MO 64015 • United States
Blue Springs, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Blue Springs | MO | 03/1996 | Present |
| Primerica Financial Services | Blue Springs | MO | 01/1996 | 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. Orel Expressions of Love Foundation; Not Investment Related; 1080 NW South Outer RD, Blue Springs, MO 64015; Co-Founder; November 2021 to Present; 1 hour per month (0 hours per month during securities trading hours); Legal entity formed solely for non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-01 |
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