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Andrew Charles Martin

PFS Investments Inc.

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About Andrew Charles Martin

Andrew Charles Martin is a registered investment advisor representative with PFS Investments Inc. Andrew has been in the financial services industry since 2017 and is licensed to provide investment advice in Oklahoma and Texas. Andrew is dedicated to providing financial advice and investment services to individuals, families, and businesses. Andrew has a strong background in financial planning and investment management and is committed to helping clients achieve their financial goals. Andrew's background includes experience with Primerica Financial Services, Petra Industries, and Heartland Payment Systems. Andrew's primary practice is with PFS Investments Inc.

Firm Information

Andrew Martin 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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Andrew Martin’s Registration & Firm History

OK

05/07/2024 - Present

PFS Investments Inc. (TULSA OK)

OK

07/03/2018 - 12/31/2018

PFS INVESTMENTS INC. (TULSA OK)

OK

06/16/2014 - 12/31/2015

PFS INVESTMENTS INC. (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 04/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Charles Martin.
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