Kimberly Fong Pendleton

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

• 05/2018 → Present
  Pfs Investments Inc.
  Redlands, CA
• 10/2016 → Present
  Primerica Financial Services
  Redlands, CA
• 08/2006 → 09/2023
  Homemaker
  Riverside, CA
• 09/2023 → 01/2024
  Jurupa Unified
  Riverside, CA
• 11/2023 → 01/2024
  Riverside Unified
  Riverside, CA
• 01/2024 → Present
  Val Verde Unified School District
  Perris, 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. Manhattan Fashion Magazine, Not Investment Related, Brooklyn, New York 11218, Advertising Assistant, 10/2018 to present, 10 hours committed per month. Trilivy (Formerly Take Shape for Life/Optavia), Not investment related, Riverside, CA 92508, Health Coach (1099), 09/2013 to Present, 3 hours committed per month (0 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-12
• S63 Uniform Securities Agent State Law Examination
  2018-04-03

Other Names

• Kimberly Fong Pendleton
• Kimberly Fong