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Benjamin Cain Terry

PFS Investments Inc.

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About Benjamin Cain Terry

Benjamin Cain Terry is a financial advisor with PFS Investments Inc., located in Beaumont, TX. Benjamin has been in the financial industry since 1996 and is registered in Texas, Mississippi, and Louisiana. Benjamin is licensed to provide investment advice and sell securities. Benjamin holds a Series 6, Series 63, Series 26, and Series 65 license and the SIE exam. Benjamin is part-time director/vice president of Tandt Management, Inc. Tandt Management, Inc. is a legal entity formed solely for Primerica business purposes.

Firm Information

Benjamin Terry 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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Benjamin Terry’s Registration & Firm History

TX

08/12/2011 - Present

PFS Investments Inc. (BEAUMONT TX)

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Licenses & Designations

IA

Issued 04/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Benjamin Cain Terry. Review regulatory record here.
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