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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2019-01-31 |
Branch Locations
3503 High Point Dr N Ste 152-B, Oakdale, MN 55128 • United States
Bonita Springs, FL • United States
24301 Walden Center Dr Ste 100, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Bonita Springs | FL | 05/1983 | Present |
| Primerica Financial Services | Bonita Springs | FL | 02/1991 | 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. M L Olson & Associates, Investment Related, P.O. Box 309 Lake Elmo, MN 55042, Primerica Business Purposes, Trustee, 12/13/1996 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-13 |
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