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Andrea Gibson

PFS Investments Inc.

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About Andrea Gibson

Andrea Gibson is a financial professional with over 20 years of experience in the industry. Andrea is a registered representative of PFS Investments Inc. Andrea has held previous roles with H&R Block Financial Advisors, Inc. and Waddell & Reed, Inc. Andrea specializes in providing portfolio management for individuals and holds a variety of licenses and certifications, including the Series 6, 7, 63, 65, and 66, as well as the Series 26. Andrea is currently registered with the state of Michigan as both a broker-dealer and an investment advisor.

Firm Information

Andrea Gibson 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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Andrea Gibson’s Registration & Firm History

MI

01/19/2023 - Present

PFS Investments Inc. (TROY MI)

MI

12/17/2004 - 02/20/2007

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

KS

11/03/2000 - 12/31/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

NA

05/27/1986 - 09/05/1986

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 11/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/31/2021

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

BC

Issued 12/17/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/23/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Gibson.
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