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Brian Lee Ward

PFS Investments Inc.

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About Brian Lee Ward

Brian Ward is a financial advisor affiliated with PFS Investments Inc. and has been in the industry since 2009. Brian is registered to offer investment advice in a number of states including Texas, Maryland, and Nevada, and is licensed with the state of Texas. Brian has a diverse background in sales, business, and finance, bringing a well-rounded perspective to financial advising. In addition to providing investment advice, Brian also offers other services, such as referrals for home security and automation, and loan products through affiliated companies.

Firm Information

Brian Ward 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 Ward’s Registration & Firm History

TX

10/07/2024 - Present

PFS Investments Inc. (HARKER HEIGHTS TX)

TX

05/15/2009 - 12/31/2010

PFS INVESTMENTS INC. (HARKER HEIGHTS TX)

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Licenses & Designations

BC

Issued 09/08/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/19/2021

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

BC

Issued 07/22/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2009

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 Lee Ward.
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