Tammra Crossett

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

• 12/2018 → Present
  Primerica Financial Services
  Panama City Beach, FL
• 05/2023 → Present
  Pfs Investments Inc.
  Panama City Beach, FL
• 08/2022 → Present
  Unemployed
  Panama City, FL
• 06/2002 → 07/2022
  Usaf
  Tyndall Afb, FL

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

• S65 Uniform Investment Adviser Law Examination
  2026-03-27
• S63 Uniform Securities Agent State Law Examination
  2023-10-02

Other Names

• Tammra Louise Crossett
• Tammra Louise Mentele
• Tammra Louise Schoepke