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Brandi Lee ann Royster

PFS Investments Inc.

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About Brandi Lee ann Royster

Brandi Royster is a financial advisor with PFS Investments Inc. Brandi is located in CARSON, CA. Brandi has been in the industry since 2000 and has a wide range of experience in the financial services industry. Brandi has passed numerous exams, including Series 7, Series 63, Series 66, and Series 6TO, and has obtained state licenses in California.

Firm Information

Brandi Royster 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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Brandi Royster’s Registration & Firm History

CA

08/26/2022 - Present

PFS Investments Inc. (CARSON CA)

KS

06/21/2001 - 04/11/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

MN

09/26/2000 - 11/10/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/26/2000 - 11/10/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/05/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2022

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

BC

Issued 10/30/2021

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brandi Lee ann Royster. Review regulatory record here.
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