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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 | 2012-01-31 |
Branch Locations
8111 Lbj Fwy Suite 1315-D, Dallas, TX 75251 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Dallas | TX | 03/1980 | Present |
| Pfs Investments Inc. | Dallas | TX | 02/1995 | 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. Self-Employed Author, 01/2010 to Present. Theology book, Not Investment Related, Dallas, TX 75231, Author, 0 hours committed per month (0 hours during securities trading hours). Our Redemptive Journey as Pictured in the Lives of the Patriarchs, Dallas, TX 75231, Author/Independent Contractor of Thomas Nelson, A Harper Collins Publisher, 06/2023 to Present, 0-1 hours committed per month (0 hours during securities trading hours), Author of theology-based book.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-28 |
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