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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-12 |
| NC | RA | APPROVED | 2025-12-17 |
Branch Locations
Burlington, NC • United States
1151 Holmes Road Suite 107, Mebane, NC 27302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Mebane | NC | 03/2018 | Present |
| Primerica Financial Services | Mebane | NC | 10/2017 | Present |
| Unemployed | Lafayette | NY | 06/2017 | 10/2017 |
| Tully After School Program | Tully | NY | 03/2017 | 06/2017 |
| Tully Central School District | Tully | NY | 09/2007 | 06/2017 |
| Exceptional Family Resources | Syracuse | NY | 05/2018 | 01/2019 |
| Beak N Skiff Apples Orchard | La Fayette | NY | 09/2018 | 12/2018 |
| Aldi Distribution Center | Tully | NY | 01/2019 | 09/2019 |
| West Genesee School District | Camillus | NY | 08/2019 | 06/2022 |
| Orchard Vali Golf Course | Lafayette | NY | 07/2020 | 05/2022 |
| Serco, Inc | Herndron | VA | 07/2023 | 12/2023 |
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. Why-Am-I Cattle Company, LLC - Not investment related. Burlington, NC 27215. Co-Owner. 11/2023 to Present. 15 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-08 |
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