Michael Szabad

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

• 11/2024 → Present
  Primerica Financial Services
  Sacramento, CA
• 11/2024 → Present
  Pfs Investments Inc.
  Sacramento, CA
• 08/2015 → Present
  Ca Army National Guard
  San Rafael, CA
• 09/2022 → 11/2024
  Counterdrug Task Force
  Rancho Cordova, CA
• 06/2022 → 03/2023
  Murietta Inn & Spa
  Rancho Murietta, CA
• 07/2019 → 03/2020
  Csu Chico
  Chico, CA
• 04/2026 → 05/2026
  Lumaglow
  Roseville, CA

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. Warner Pacific (acting as General Agency for independent carrier appointments), Not investment related, Roseville, CA 95747, Independent Health Insurance Producer (1099 commission-based overrides and production payouts handled via Warner Pacific distribution), 06/2026 to Present, 40 hours committed per month (20 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-26
• S63 Uniform Securities Agent State Law Examination
  2025-10-01