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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 | 2019-01-31 |
| GA | RA | APPROVED | 2012-02-28 |
Branch Locations
1255 Champions Way Suite 500, Watkinsville, GA 30677 • United States
Statham, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Watkinsville | GA | 05/2006 | Present |
| Primerica Financial Services | Watkinsville | GA | 04/2002 | 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. Persistence, LLC., (formerly known as Godfrey Consultants, LLC and Team Persistence, LLC), Investment Related, Alpharetta GA 30004, Nature of business (Primerica Business Purposes), Owner, 1/20/2016 to Present, 160 hours per month (140 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-10 |
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