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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_RES | 2021-03-22 |
| NC | RA | APPROVED | 2012-04-04 |
Branch Locations
15905 Brookway Dr Suite 4101-A, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Huntersville | NC | 04/1999 | Present |
| Pfs Investments Inc. | Huntersville | NC | 05/1999 | 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. Private Mountain Hone, not investment related,141 Watson Gap RD Boone, NC 28607, Real Estate Investing, Owner, 08/2020 to present,10 hours per month (0 hours per month during securities trading hours), Rent Mountain Home for short term rentals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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