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Avery Tyrone Marsh

PFS Investments Inc.

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About Avery Tyrone Marsh

Avery Tyrone Marsh is a licensed securities professional with over 20 years of experience in the financial services industry. Avery is registered with PFS Investments Inc. and is dedicated to providing investment advice and guidance to clients. Avery specializes in portfolio management for individuals and has a proven track record of success. Avery has a broad range of experience in the securities industry, having passed exams such as the Series 6, Series 26, and the Securities Industry Essentials Examination.

Firm Information

Avery Marsh 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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Avery Marsh’s Registration & Firm History

MI

11/06/2003 - Present

PFS Investments Inc. (TROY MI)

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Licenses & Designations

BC

Issued 02/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Avery Tyrone Marsh.
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