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Brian Keith Walker

PFS Investments Inc.

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About Brian Keith Walker

Brian Walker is a financial advisor at PFS Investments Inc. with over 25 years of experience in the industry. Brian holds the Series 6, 63, 65 and 26 licenses. Brian has a proven track record of providing personalized financial advice and guidance to clients. Brian has been registered with the Securities and Exchange Commission since 2013. He specializes in working with individuals, corporations and charitable organizations to provide financial planning services. Brian is dedicated to helping clients achieve their financial goals. Brian is a registered representative of PFS Investments Inc. and a licensed insurance agent for Primerica Financial Services. He is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Firm Information

Brian Walker 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 Walker’s Registration & Firm History

FL

12/09/2013 - Present

PFS Investments Inc. (TAMPA FL)

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Licenses & Designations

IA

Issued 10/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1998

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 Keith Walker.
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