Phil Donahue

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1983 → Present
  Pfs Investments Inc.
  Panama City Beach, FL
• 02/1991 → Present
  Primerica Financial Services
  Panama City Beach, FL

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. AIRBNB, Investment Related, 21503 Caribbean Lane Panama City Beach FL 32413, Nature of Business (Rental Property), Position/Title (Partner), Start Date (02/29/2020) to Present, 0 hours per month (0 hours per month during securities trading hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-30
• S63 Uniform Securities Agent State Law Examination
  1983-11-07

Other Names

• Joseph P Donahue
• J Philip Donahue
• Joseph Philp Donahue