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Brian Benjamin Caskey

PFS Investments Inc.

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About Brian Benjamin Caskey

Brian Caskey is a financial advisor with PFS Investments Inc., located in Baton Rouge, Louisiana. Brian has been in the financial services industry since 1996 and is registered to offer securities in Louisiana. Brian is qualified to offer investment company products/variable contracts through the Series 6 and Securities Industry Essentials exams. Brian is currently affiliated with PFS Investments Inc. in Baton Rouge. Brian has been registered with PFS Investments Inc. since 2012.

Firm Information

Brian Caskey 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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Brian Caskey’s Registration & Firm History

LA

01/20/2012 - Present

PFS Investments Inc. (BATON ROUGE LA)

LA

07/15/1996 - 12/31/2011

PFS INVESTMENTS INC. (BATON ROUGE LA)

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Licenses & Designations

BC

Issued 06/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Benjamin Caskey.
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