Best Investors Account Sign in
Inactive

Katie Lynn Pegg

Pfs Investments Inc.

Jefferson, GA

Duluth, GA

CRD 6177739

Claim This Profile
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:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-18
  • GA RA
    APPROVED
    Since 2023-08-18

Branch Locations

Jefferson, GA • United States

1 Primerica Parkway, Duluth, GA 30099 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Duluth GA 04/2013 Present
  • 04/2013 → Present
    Primerica Financial Services
    Duluth, GA
Other Businesses

Management/Operations of investment-related products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-15
  • S65 Uniform Investment Adviser Law Examination
    2023-08-15
Other Names
  • Katie Lynn Manders

View on SEC IAPD

More in Jefferson, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor