Howard Bruce Lashner

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

• 06/1985 → Present
  Pfs Investments Inc.
  Wrightstown, PA
• 12/1984 → Present
  Primerica Financial Services
  Wrightstown, PA
• 06/2022 → Present
  Lashner Financial Group
  Huntingdon Valley, PA

Other Businesses

SALES OF INVESTMENT-RELATED PRODUCTS, PART-TIME OR FULL-TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. AS OF 06/22/2022 THESE SALES ACTIVITIES WILL BE CONDUCTED UNDER THE D/B/A NAME OF LASHNER FINANCIAL GROUP. 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. HOWARD LASHNER - AUTHOR ; 12/01/2017 - PRESENT ; DOYLESTOWN, PA American Fence Systems, Not Investment Related, 2279 S. Clinton, Ave., South Plainsfield, NJ, 07080, Consultant, 06/2019 to Present, 4 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-05
• S63 Uniform Securities Agent State Law Examination
  1985-07-26