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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
Branch Locations
Boca Raton, FL • United States
6810 N State Rd 7 Suite #133, Coconut Creek, FL 33073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Coconut Creek | FL | 02/2014 | Present |
| Primerica Financial Services | Coconut Creek | FL | 01/2013 | Present |
| Amerihope Alliance Legal Services | Plantation | FL | 07/2008 | 11/2022 |
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. Ramos Financial Network, Investment Related, Coconut Creek, FL 33433, Primerica Business Purposes, Owner, 08/2025 to Present, 160 hours per month (80 during securities trading hours), Legal Entity Formed Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-10 |
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