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Carl V Epps

PFS Investments Inc.

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About Carl V Epps

Carl Epps is a financial professional with PFS Investments Inc. Carl has a strong background in the financial services industry, with a focus on investment company products and variable contracts. Carl has passed the Series 6TO and SIE examinations, demonstrating a strong understanding of securities industry regulations and best practices. Carl is committed to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Carl Epps 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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Carl Epps’s Registration & Firm History

GA

03/07/2022 - Present

PFS Investments Inc. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/05/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/07/2022

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

BC

Issued 11/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl V Epps.
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