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William Stanley Butler

Pfs Investments Inc.

New Philadelphia, OH

CRD 1355782

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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:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-10-06
  • OH RA
    APPROVED
    Since 2011-10-06

Branch Locations

1776 Tech Park Dr Ne Suite 102, New Philadelphia, OH 44663 • 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. New Philadelphia OH 03/1985 Present
Primerica Financial Services New Philadelphia OH 02/1991 Present
  • 03/1985 → Present
    New Philadelphia, OH
  • 02/1991 → Present
    Primerica Financial Services
    New Philadelphia, OH
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-13
S63 Uniform Securities Agent State Law Examination 1985-04-22
  • S65 Uniform Investment Adviser Law Examination
    2011-09-13
  • S63 Uniform Securities Agent State Law Examination
    1985-04-22

View on SEC IAPD

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