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Ari Lucas

PFS Investments Inc.

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About Ari Lucas

Ari Lucas is a financial advisor with PFS Investments Inc., registered with the Financial Industry Regulatory Authority (FINRA). Ari specializes in providing portfolio management for individuals and has been in the industry since December 29, 2011. Ari has a strong background in securities trading and has held previous roles with companies like T3 TRADING GROUP, LLC, MIDDLEGATE SECURITIES LTD., and CHASE INVESTMENT SERVICES CORP. With extensive experience and a commitment to client success, Ari is dedicated to helping individuals achieve their financial goals.

Firm Information

Ari Lucas 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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Ari Lucas’s Registration & Firm History

FL

08/13/2024 - Present

PFS Investments Inc. (TAMPA FL)

NY

08/12/2015 - 05/12/2016

T3 TRADING GROUP, LLC (NEW YORK NY)

NY

05/20/2014 - 12/11/2014

MIDDLEGATE SECURITIES LTD. (NEW YORK NY)

NY

12/14/2009 - 02/09/2010

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

CA

09/19/2008 - 08/28/2009

WADDELL & REED, INC. (TORRANCE CA)

NY

03/22/2000 - 01/23/2008

MIDDLEGATE SECURITIES LTD. (NEW YORK NY)

NY

10/26/1998 - 03/21/2000

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

04/29/1998 - 11/09/1998

STARR SECURITIES, INC. (NEW YORK NY)

NY

11/10/1997 - 05/07/1998

GRUNTAL & CO., L.L.C. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2024

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

BC

Issued 03/22/2024

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/25/2003

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ari Lucas. Review regulatory record here.
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