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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2015-01-28 |
Branch Locations
1678 S Woodsage Ave Suite 110-A, Meridian, ID 83642 • United States
303 N Glenoaks Blvd Ste M195-B, Burbank, CA 91502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Burbank | CA | 12/2013 | Present |
| Primerica Financial Services | Burbank | CA | 03/2013 | Present |
| Carat | Santa Monica | CA | 10/1998 | 05/2021 |
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. 10/2022 - Present: Los Angeles County, Glendale California. Reservist Poll Worker; Stipend. 30 Hours Committed Per Month/15 Hours During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-08 |
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