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Andrea Young

PFS Investments Inc.

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About Andrea Young

Andrea Young is a financial advisor with PFS Investments Inc. Andrea has been in the financial industry since 2007. She is licensed to offer investment advice in Colorado, Minnesota, Montana, Nebraska, Texas, Utah, Washington, and Wyoming. Andrea is a Series 6, 26 and 63 licensed financial advisor. Andrea holds a Series 6 license allowing her to provide investment advice. She also holds a Series 26 license, allowing her to provide advice on investment company products. Andrea is licensed to sell securities in Colorado, Minnesota, Montana, Nebraska, Texas, Utah, Washington, and Wyoming. Andrea is also a registered representative in Wyoming.

Firm Information

Andrea Young 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 Young’s Registration & Firm History

WY

07/07/2017 - Present

PFS Investments Inc. (CASPER WY)

MT

10/26/2007 - 12/31/2009

PFS INVESTMENTS INC. (BILLINGS MT)

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Licenses & Designations

BC

Issued 11/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2007

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 Young.
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