Pfs Investments Inc.

Overview

Pfs Investments Inc. is a Broker Dealer and registered investment adviser based in Duluth, GA, registered since 1981. It reports $15.5B in assets under management across 89,813 accounts, with 3,992 employees. Its 19,375 registered representatives work across 2,625 branch offices in 52 states.

Reported AUM

$15.5B

Discretionary

100%

Accounts

89,813

Average account

$173K

Employees

3,992

Registered reps

19,375

Branch offices

2,625

Registered since

1981

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Insurance
• Investment Advisory Services
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 12

• Misty Michelle Sutton President, Director, Chief Executive Officer CRD 4835553
• Paul Etienne Regard President, Director and Chief Executive Officer CRD 2448671
• Nicholas Adam Jendusa Executive Vice President, Chief Financial Officer, Financial and Operations Principal CRD 6037365

9 more executive officers, with direct contact details

Registered reps 3 of 19,375

• Decius Trebonius Aaron Insurance Agent · Registered Rep CRD 5136723
• Monica Garcia Abad Insurance Agent · Registered Rep CRD 6542411
• Theresa Hayag Abad Insurance Agent · Registered Rep CRD 6790222

19,372 more registered reps, with emails, phones and branch locations

Location

Headquarters

1 Primerica Pkwy
Duluth, GA 30099

County

Gwinnett

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Branch offices

2,625 in 52 states, including Houston, TX, San Antonio, TX and Phoenix, AZ

Registrations

• SEC registered, corporation formed in Georgia
• Registered in 53 jurisdictions
• Website: portfolio.primerica.com

Every state, with registration dates

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