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Alec Mizner

PFS Investments Inc.

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About Alec Mizner

Alec Mizner is a registered investment advisor representative with PFS Investments Inc. and has been in the industry since June 2013. Alec is licensed in Iowa, Nebraska, and Virginia and holds the Series 6, Series 63, Series 65, and SIE licenses. Alec has experience in investment-related products and may provide non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products. Alec's primary office is located at 4901 W 136TH ST, SUITE 2 in Leawood, Kansas. PFS Investments Inc. is a registered investment advisor with a main office located at 1 PRIMERICA PARKWAY in Duluth, Georgia.

Firm Information

Alec Mizner 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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Alec Mizner’s Registration & Firm History

KS

04/04/2019 - Present

PFS Investments Inc. (LEAWOOD KS)

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Licenses & Designations

IA

Issued 02/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alec Mizner.
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