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Amy Alyssa Willingham

PFS Investments Inc.

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About Amy Alyssa Willingham

Amy Willingham is a financial professional with over 15 years of experience in the industry. Amy has a strong background in investment company products and variable contracts, having earned her Series 6 license in 2006. Amy is also licensed to sell securities in Texas. Amy is currently registered with PFS Investments Inc. and has been with the firm since 2006, previously holding a previous position with them between 2006-2010. Amy has a commitment to providing her clients with personalized financial advice and guidance.

Firm Information

Amy Willingham 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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Amy Willingham’s Registration & Firm History

TX

04/19/2010 - Present

PFS Investments Inc. (DALLAS TX)

TX

09/22/2006 - 04/08/2010

PFS INVESTMENTS INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 10/04/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Alyssa Willingham.
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