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Pfs Investments Inc. CRD 10111
$15.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-07 |
Branch Locations
36628 Heritage Drive, Richmond, MI 48062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Richmond | MI | 11/2020 | Present |
| Primerica Financial Services | Richmond | MI | 02/2020 | Present |
| St. Clair County Community College | Port Huron | MI | 01/2020 | Present |
| Mclaren Port Huron | Port Huron | MI | 05/2016 | 04/2021 |
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. A Better You - The Podcast, Host, Not Investment Related, Richmond, Mi 48062, 08/2024 to Present, 1 hour committed per month (0 hours during securities trading hours). UGC, not investment related, Richmond, MI 48062, nature of business: create content for brands to use on their platforms as ads, creator (1099), 06/2025 to present, 4 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-13 |
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