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Alan Coston Barber

PFS Investments Inc.

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About Alan Coston Barber

Alan Barber is a financial professional with over 24 years of experience in the industry. Alan is currently registered with PFS Investments Inc. and holds Series 6, 7, 63, 66 and SIE licenses. Alan specializes in providing portfolio management for individuals. Alan has previously worked with HD Vest Investment Services, The Leaders Group, Inc. and H.D. Vest Investment Securities, Inc.

Firm Information

Alan Barber 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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Alan Barber’s Registration & Firm History

GA

01/22/2022 - Present

PFS Investments Inc. (ALPHARETTA GA)

GA

07/04/2020 - 12/31/2021

PFS INVESTMENTS INC. (ALPHARETTA GA)

GA

05/09/2001 - 06/26/2018

HD VEST INVESTMENT SERVICES (Fayetteville GA)

CO

10/06/1998 - 05/10/2001

THE LEADERS GROUP, INC. (LITTLETON CO)

TX

12/21/1995 - 09/09/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 10/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/20/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alan Coston Barber. Review regulatory record here.
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