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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_RES | 2026-07-01 |
| DE | RA | APPROVED | 2023-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Newark | DE | 07/2022 | Present |
| Primerica Financial Services | Newark | DE | 08/1997 | Present |
| Keller Williams | Christiana | DE | 08/2019 | 01/2021 |
| Christiana Care Health System | Newark | DE | 06/2005 | 09/2021 |
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. Exp Realty, Not Investment Related, 3411 Silverside Rd, Suite 104 Wilmington DE 19810, Realtor (1099), 01/2021 To Present, 15 Hours Committed Per Month (15 Hours During Securities Trading Hours), Real Estate Salesperson.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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