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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2019-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2014 | 10/2017 |
| Primerica Financial Services | Duluth | GA | 04/2018 | Present |
| Unemployed | Lithonia | GA | 10/2017 | 04/2018 |
Management/Operations of Investment-Related Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-18 |
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