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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 | 2016-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Duluth | GA | 05/2016 | Present |
Management/Operations of investment-related products RVP Joseph Campanella, Office Manager (1099), Investment Related, Primerica Branch Office , 07/20/2026 to Present, Duluth GA 30096, 5-10 Hours Per Month (0 hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-18 |
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