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Brian Nelson

PFS Investments Inc.

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About Brian Nelson

Brian Nelson is a financial advisor with PFS Investments Inc. Brian has been a financial advisor for over 19 years. Brian has a Series 6, Series 6TO, Series 26, and Series 63 license. Brian also holds the SIE exam. Brian provides financial advisory services to individuals, high net worth individuals, corporations and charitable organizations. Brian has been registered as a financial advisor with the state of Ohio and is licensed to provide financial services in Florida, Indiana, Kentucky, North Carolina, Ohio, and West Virginia. Brian also offers financial products from companies affiliated with PFS Investments Inc.

Firm Information

Brian Nelson 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 Nelson’s Registration & Firm History

OH

07/19/2021 - Present

PFS Investments Inc. (MIAMISBURG OH)

OH

10/29/2003 - 12/31/2009

PFS INVESTMENTS INC. (MASON OH)

GA

10/10/1994 - 06/26/2002

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 08/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/07/2021

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

BC

Issued 04/09/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1994

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 Nelson.
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