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Brad Lee English

PFS Investments Inc.

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About Brad Lee English

Brad Lee English is a financial professional with over 10 years of experience in the industry. Brad is registered with PFS Investments Inc. in Houston, Texas, and is currently licensed to offer investment advice and products in Texas. Brad has passed the Series 6, Series 6TO, SIE, and Series 63 exams. Brad has a background in Investment Company Products/Variable Contracts and holds the Series 26 principal license. Brad specializes in working with individuals and providing portfolio management services. Brad is committed to providing personalized financial guidance to help clients achieve their financial goals.

Firm Information

Brad English 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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Brad English’s Registration & Firm History

TX

09/26/2023 - Present

PFS Investments Inc. (HOUSTON TX)

TX

01/09/2014 - 07/12/2016

PFS INVESTMENTS INC. (HOUSTON TX)

TX

02/21/2011 - 12/31/2011

PFS INVESTMENTS INC. (AUSTIN TX)

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Licenses & Designations

BC

Issued 10/02/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/26/2023

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

BC

Issued 09/06/2023

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brad Lee English.
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