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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-13 |
Branch Locations
5602 Marquesas Cir Ste 214-B, Sarasota, FL 34233 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Sarasota | FL | 04/2007 | Present |
| Pfs Investments, Inc. | Sarasota | FL | 05/2009 | Present |
| Lane Construction | Washington | DC | 03/2018 | 12/2019 |
| City Of Falls Church | Falls Church | MD | 02/2020 | 04/2022 |
| Prince George's County Government Doe | Largo | MD | 04/2022 | 07/2022 |
| Primerica Advisors | Duluth | GA | 05/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-31 |
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