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Aaron Philip McGowan

PFS Investments Inc.

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About Aaron Philip McGowan

Aaron McGowan is an investment advisor representative with PFS Investments Inc. Aaron is licensed in 28 states including Arizona, California, Colorado, Florida and Georgia, and is an investment advisor representative in Arizona. Aaron holds Series 6, 63, 26 and 65 licenses. Aaron has been in the industry since 2014. Aaron has been with PFS Investments Inc since 2014. Aaron has a branch office in Surprise, Arizona. Aaron may also receive compensation for the sale of non-investment related products, such as mortgage services, home security, and other home related services.

Firm Information

Aaron McGowan is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron McGowan’s Registration & Firm History

AZ

11/19/2018 - Present

PFS Investments Inc. (SURPRISE AZ)

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Licenses & Designations

IA

Issued 04/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Philip McGowan.
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