Invested Better
Unclaimed

Unclaimed

Unclaimed

Bevonna Trail

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bevonna? Claim Your Profile

About Bevonna Trail

Bevonna Trail is a registered representative with PFS Investments Inc. Bevonna is licensed in Georgia and Virginia. Bevonna has been in the industry since 2021 and holds the Series 63, SIE and Series 6TO licenses. Bevonna specializes in providing portfolio management for individuals and has been with PFS Investments Inc. since March 2021.

Firm Information

Bevonna Trail 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bevonna Trail’s Registration & Firm History

GA

03/22/2021 - Present

PFS Investments Inc. (JOHNS CREEK GA)

Not sure if Bevonna Trail is right for you?

Licenses & Designations

BC

Issued 05/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2021

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

BC

Issued 03/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bevonna Trail.
Not sure if Bevonna Trail is right for you?