Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Allen Oneal

PFS Investments Inc.

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

About Brian Allen Oneal

Brian Oneal is a financial professional with over 30 years of experience in the financial services industry. Brian is currently registered with PFS Investments Inc. in Delaware. Brian has a strong background in investment advisory services and is a dedicated professional committed to helping individuals and businesses achieve their financial goals.

Firm Information

Brian Oneal 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.

Brian Oneal’s Registration & Firm History

DE

12/01/1998 - Present

PFS Investments Inc. (WILMINGTON DE)

GA

01/04/1989 - 11/04/1998

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Brian Allen Oneal is right for you?

Licenses & Designations

IA

Issued 07/11/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Brian Allen Oneal. Review regulatory record here.
Not sure if Brian Allen Oneal is right for you?