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Andrew Joshua david Simonds

PFS Investments Inc.

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About Andrew Joshua david Simonds

Andrew Simonds is a financial advisor with PFS Investments Inc. Andrew has been in the industry for over 8 years and has a Series 6, 63, SIE, and Series 6TO license. Andrew is registered in Colorado, Texas and Wisconsin. Andrew has a background in providing financial planning, portfolio management and investment advisory services to individuals. Andrew works with a variety of clients, including high-net-worth individuals, corporations and other businesses, as well as charitable organizations. Andrew has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Andrew Simonds 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 Simonds’s Registration & Firm History

GA

09/03/2019 - Present

PFS Investments Inc. (DACULA GA)

CO

04/25/2013 - 06/08/2017

PFS INVESTMENTS INC. (COLORADO SPRINGS CO)

CO

05/28/2012 - 12/31/2012

PFS INVESTMENTS INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 05/08/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2019

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

BC

Issued 06/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2012

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 Joshua david Simonds.
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