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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2011-09-07 |
Branch Locations
140 Cypress Station Drive Ste 115-3, Houston, TX 77090 • United States
Porter, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Houston | TX | 03/2006 | Present |
| Primerica Financial Services | Houston | TX | 01/2004 | Present |
| Jean-Pierre & The Zydeco Angels | Round Rock Area | TX | 04/2012 | 03/2020 |
| Houston Community College | Houston | TX | 08/2013 | 10/2016 |
| Fort Bend Isd | Sugarland | TX | 10/2016 | 03/2020 |
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. Greater East Montgomery Chamber of Commerce, 21575 Us-59 Ste. #100, New Caney, Tx, 77357, Spends 1 Hour Per Month on The Oba (0 During Securities Trading Hours). San Jacinto Community College, 13455 Lockwood Rd, Houston, Tx, 77044, Spends 2 Hour Per Month On The Oba (0 During Securities Trading Hours). Rotary Club, 250 Assay St. Houston, Tx, 77044, Spends 1 Hour Per Month on The Oba (0 During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-10 |
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