Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-31 |
| AL | RA | APPROVED | 2015-07-07 |
Branch Locations
3605 Lorna Ridge Dr Ste 209-A, Hoover, AL 35216 • United States
Birmingham, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hoover | AL | 07/1993 | Present |
| Pfs Investments Inc. | Hoover | AL | 09/1993 | Present |
| Ehr Financial Group | Hoover | AL | 06/2018 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 06/13/2018 these sales activities will be conducted under the D/B/A name of EHR 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. Lorna Ridge Group, LLC., Owner/Partner, 10/2007 To Present Stacy Murdoch Inc., Investment Related, 3605 Lorna Ridge Dr. Ste 209 Hoover, AL, Primerica Business Purposes, Owner, 07/05/2012 to Present, 160 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 | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-11 |
Reach out to this advisor