Milton Floyd Truluck

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2023-04-06

SC RA
APPROVED

Since 2023-04-06

Branch Locations

Goose Creek, SC • United States

100 S Main St Suite I, Summerville, SC 29483 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Primerica Financial Services	Summerville	SC	07/2022	Present
Pfs Investments Inc.	Summerville	SC	10/2022	Present
The Church Of The Holy Cross	Sullivan's Island	SC	02/2005	11/2022

07/2022 → Present

Primerica Financial Services

Summerville, SC
10/2022 → Present

Pfs Investments Inc.

Summerville, SC
02/2005 → 11/2022

The Church Of The Holy Cross

Sullivan's Island, SC

Other Businesses

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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-01-25
S63	Uniform Securities Agent State Law Examination	2022-11-14

S65 Uniform Investment Adviser Law Examination

2023-01-25
S63 Uniform Securities Agent State Law Examination

2022-11-14

Other Names

Trey Truluck
Milton Floyd Truluck

View on SEC IAPD