Tonia Michele Rhoe

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Pfs Investments Inc
  San Jose, CA
• 05/2004 → Present
  Primerica Financial Services
  San Jose, CA
• 09/2003 → 07/2019
  Main Street Apartments (By Daly Dilbeck Management)
  Saratoga, CA
• 09/2017 → 05/2018
  Valley Church
  Cupertino, CA
• 07/2019 → Present
  The Sequoia Group
  San Jose, CA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-22
• S63 Uniform Securities Agent State Law Examination
  2010-10-09

Other Names

• Tonia Michele Hundley