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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2015-08-14 |
Branch Locations
679 Alpha Dr Ste F, Highland Heights, OH 44143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Highland Heights | OH | 09/2014 | Present |
| Pfs Investments Inc. | Highland Heights | OH | 12/2014 | Present |
| Kinetico Incorporated | Newbury | OH | 07/2015 | Present |
| Red Oak Camp | Kirtland | OH | 04/2017 | Present |
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. Needles, Inc., Self-Employed/Certified Needles Trainer, 03/2018 to Present.
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