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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2012-03-12 |
Branch Locations
55 S Miller Rd Ste 202, Fairlawn, OH 44333 • United States
Cuyahogo Falls, OH • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Pfs Investments Inc | Fairlawn | OH | 01/2010 | Present |
| Primerica Financial Services | Fairlawn | OH | 04/2008 | Present |
| Primevision Financial Group | Fairlawn | OH | 08/2018 | 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. As of 08/27/2018 these sales activities will be conducted under the d/b/a name of Primevision Financial Group.
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