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Adam Temple

PFS Investments Inc.

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About Adam Temple

Adam Temple is a registered representative with PFS Investments Inc. Adam has been in the financial industry since 2019 and is registered in Florida and Illinois. Adam is also licensed to conduct business in the state of Florida, with Series 66, Series 7TO and SIE licenses. Adam is located in ORANGE PARK, FL and works in the firm’s ORANGE PARK, FL branch.

Firm Information

Adam Temple 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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Adam Temple’s Registration & Firm History

FL

10/20/2021 - Present

PFS Investments Inc. (ORANGE PARK FL)

FL

08/23/2019 - 02/25/2020

EDWARD JONES (ORANGE PARK FL)

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Licenses & Designations

BOTH

Issued 09/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Temple.
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