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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
31 Oak Ave Ste 150, Chalfont, PA 18914 • United States
Sellersville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Chalfont | PA | 06/1998 | Present |
| Pfs Investments Inc | Chalfont | PA | 03/1999 | Present |
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. Focused on Excellence GP, Inc., Investment Related, Sellersville, PA 18960, Primerica Business Purposes, President, May 2015 to Present, 240 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Future Legacy Group, LLC, 50% Owner, Investment Related, 1008 Tannerie Run Road, Ambler, PA 19002, Primerica Business Purposes, 7/29/2019 to Present, 200 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-26 |
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