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William Sam Stewart

Pfs Investments Inc.

Lubbock, TX

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-08-25
  • TX RA
    APPROVED
    Since 2011-08-25

Branch Locations

11006 Indiana Ave Ste 200-A, Lubbock, TX 79423 • 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
OrganizationCityStateFromTo
Pfs Investments Inc. Lubbock TX 11/1981 Present
Primerica Financial Services Lubbock TX 02/1991 Present
Stewart Insurance And Financial Services Llc Lubbock TX 01/2026 Present
  • 11/1981 → Present
    Lubbock, TX
  • 02/1991 → Present
    Primerica Financial Services
    Lubbock, TX
  • 01/2026 → Present
    Stewart Insurance And Financial Services Llc
    Lubbock, TX
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. Self-Employed Author. Stewart Insurance and Financial Services LLC (Formerly William S and Sarah Stewart Family, LLC)., Investment related, Lubbock, TX 79424, Primerica Business Purposes, Owner (W2) 1/2015 (01/2026 - new entity established) to Present, 5 hours hours per month (5 hours during securities trading hours), Legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-10
S63 Uniform Securities Agent State Law Examination 1983-05-07
  • S65 Uniform Investment Adviser Law Examination
    2011-06-10
  • S63 Uniform Securities Agent State Law Examination
    1983-05-07

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