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Allen Nathaniel Dodson

PFS Investments Inc.

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About Allen Nathaniel Dodson

Allen Dodson is a financial professional with over 30 years of experience in the financial industry. Allen is currently registered with PFS Investments Inc. as a Registered Representative and Investment Advisor Representative in Delaware. Allen has held previous registrations with PFS Investments Inc. in both Georgia and New Jersey. Allen has a strong background in investment-related products and services, with experience in portfolio management for individuals. Allen also has a passion for helping individuals with their financial planning needs, and is committed to providing his clients with the highest level of service and support.

Firm Information

Allen Dodson 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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Allen Dodson’s Registration & Firm History

NJ

02/01/2024 - Present

PFS Investments Inc. (UNION NJ)

NJ

09/04/2009 - 09/24/2010

PFS INVESTMENTS INC. (UNION NJ)

GA

06/22/1994 - 12/31/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/20/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/07/2020

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

BC

Issued 08/29/2020

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allen Nathaniel Dodson.
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