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Asa Wolfe

PFS Investments Inc.

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About Asa Wolfe

Asa Wolfe is an investment advisor representative registered with PFS Investments Inc. in Washington and Texas. Asa has been in the industry since June 2020 and is a registered representative in several states including California, Idaho, Louisiana, Maryland, Texas and Washington. Asa is also registered as an investment advisor representative. Asa has a Series 65, Series 63, Series 26 and a Series 6TO license. Asa's work experience includes roles at Primerica Financial Services and the US Army. Asa also has experience in the hospitality industry. PFS Investments Inc. is a firm with offices in Liberty Lake, Washington and Spokane, Washington. PFS Investments Inc. also has a main office in Duluth, Georgia.

Firm Information

Asa Wolfe 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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Asa Wolfe’s Registration & Firm History

WA

10/02/2020 - Present

PFS Investments Inc. (LIBERTY LAKE WA)

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Licenses & Designations

IA

Issued 09/04/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/14/2020

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

BC

Issued 05/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Asa Wolfe.
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