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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 | 2020-08-13 |
| IL | RA | APPROVED | 2016-04-08 |
Branch Locations
2 Mid America Plz Suite 370, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Oakbrook Terrace | IL | 09/2008 | Present |
| Primerica Financial Services | Oakbrook Terrace | IL | 08/2003 | 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. Pri MDT Inc (formerly known as PARNONAS INC), Investment Related, Lemont, Illinois 01/2023, Primerica Business Purposes, Partner, 01/2023 to present, 160 hours committed per month (140 hours during securities trading hours) legal entity formed solely for Primerica business purposes. LNTX LLC, Investment related, Lemont, Illinois 60439, Owner, 06/2023 to present, (0-1 hours committed per month, (O hours during securities trading hours), entity for income from rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-13 |
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