Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2021-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Springfield Regional Medical Ctr. | Springfield | OH | 12/1997 | Present |
| Primerica Financial Services | Dayton | OH | 11/2007 | Present |
| Pfs Investments Inc | Dayton | OH | 02/2014 | 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. Instacart, (1099), Not Investment Related, San Francisco, CA 94105, Shopper, 08/2024 to present, (0 hours committed per month, 5 hours during securities trading hours
Reach out to this advisor