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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2011-10-04 |
Branch Locations
3632 Land O Lakes Blvd Ste 106-24, Land O Lakes, FL 34639 • United States
Land O Lakes, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Land O Lakes | FL | 04/1986 | Present |
| Primerica Financial Services | Land O Lakes | FL | 02/1991 | 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. HIS Creations, LLC., Associate, not investment related, Land O Lakes, FL, 01/2019 to present. LILTAC, INC., investment related, 6739 Land O' Lakes Blvd, Land O' Lakes, FL 34638, Primerica Business Purposes, Owner/President, 05/1999 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-19 |
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