Unclaimed
Adam Herndon is a registered representative with PFS Investments Inc. Adam has been in the industry since 2017 and holds licenses for Series 7, Series 66, Series 24 and Series 99TO. Adam specializes in portfolio management for individuals. Adam has been with Primerica Financial Services since August 2014.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
05/23/2018 - Present
PFS Investments Inc. (DULUTH GA)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Herndon is the right advisor for you? Invested Better is here to help.