Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-05-31
  • PA RA
    APPROVED
    Since 2022-05-31

Branch Locations

59 S 3Rd St Ste 5, Oxford, PA 19363 • United States

Oxford, PA • 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. Oxford PA 06/1982 Present
Primerica Financial Services Oxford PA 02/1991 Present
  • 06/1982 → Present
    Oxford, PA
  • 02/1991 → Present
    Primerica Financial Services
    Oxford, PA
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. Rental Income; Oxford PA; 9/28/18 - Present Delp Financial Corporation, Investment Related, 59 South 3rd St. Ste. 5, Oxford, PA, 19363, Primerica Business Purposes, Owner, 06/1992 to Present, 180 hours per month (162 hours per month during securities trading hours), legal entity formed solely for Primerica business

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-13
S63 Uniform Securities Agent State Law Examination 1982-10-18
  • S65 Uniform Investment Adviser Law Examination
    2022-05-13
  • S63 Uniform Securities Agent State Law Examination
    1982-10-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oxford, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor