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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2025-04-16 |
Branch Locations
251 E Cottonwood Ln Ste F, Casa Grande, AZ 85122 • United States
710 Grand Ave Ste 10, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Air | Great Falls | MT | 09/2004 | Present |
| Primerica Financial Services | Billings | MT | 05/2023 | Present |
| Pfs Investments Inc. | Billings | MT | 04/2024 | 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. DDI (1099), Not investment related, Great Falls, MT 59405, Delivery driver, 12/2021 to Present, 160 hours committed per month (40 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-10 |
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