Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-30 |
Branch Locations
3701 W Algonquin Rd Ste 610-C, Rolling Meadows, IL 60008 • United States
655 State Rd, Westport, MA 02790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Westport | MA | 06/2014 | Present |
| Primerica Financial Services | Westport | MA | 04/2013 | Present |
| Town Of Marshfield, Ma | Marshfield | MA | 09/2009 | 06/2021 |
| Lynn Durkin,Cpa | Scituate | MA | 09/2021 | Present |
| Brennan Financial Group | Rolling Meadows | IL | 06/2026 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 06/24/2026 these sales activities will be conducted under the D/B/A of Brennan Financial Group. 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. 10/2018 - Present, Matthews & Matthews, LLC., Boston, MA, Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
Reach out to this advisor