Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-27 |
| OH | RA | APPROVED | 2011-11-07 |
Branch Locations
4555 Lakeforest Drive #650, Cincinnati, OH 45242 • United States
Cincinnati, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Cincinnati | OH | 09/1983 | Present |
| Primerica Financial Services | Cincinnati | OH | 06/1983 | 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. Chuck Futel & Associates, Sole Owner, Investment Related, 2300 Montana Ave, Cincinnati, OH, 45211, Primerica Business Purposes, 12/05/2017 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Renew Community Church, Not Investment Related, 2129 W North Bend Rd, Cincinnati, OH 45224, Church, Elder, 01/2014-Present, 16 hours per month (0 hours during securities trading hours), perform elder duties at church. Rich Habits, Not investment related, Cincinnati, OH 45206, Owner, 11/2024 to Present, 1 hour committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-27 |
Reach out to this advisor