Stephisha Garnae Ycoy-Walton

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

• 03/2014 → Present
  Pfs Investments Inc
  Suisun City, CA
• 08/2013 → Present
  Primerica Financial Services
  Suisun City, 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. Bulletproof Group, LLC, Investment related, San Francisco, CA 94121, Primerica business purposes, Owner, 12/22/2022 to Present, 160 hours committed per month (40 hours during securities trading hours), Legal entity formed solely for Primerica business purposes. The Freedom School (1099), Not investment related, Oakland, CA 94605, Educator, 09/2024 to Present, 5 hours committed per month (0 hours during securities trading hours). Capital Group Community Wealth Council (1099), Investment related, San Francisco, CA 94105, Beta Tester, 6 hours committed per month (1 hour during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-20
• S63 Uniform Securities Agent State Law Examination
  2014-04-28

Other Names

• Stephisha Garnae Walton