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Carol Lynn Bradbury

PFS Investments Inc.

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About Carol Lynn Bradbury

Carol Lynn Bradbury is an investment advisor representative registered with PFS Investments Inc. Carol has been in the industry since 2003 and holds a Series 6, Series 26, Series 63, and Series 65 license. Carol also holds the Securities Industry Essentials (SIE) exam. Carol has been associated with PFS Investments Inc. since 2003. Carol is registered with the states of Florida, Georgia, Maine, Massachusetts, New Hampshire, New York and South Carolina. In addition to her advisory services with PFS Investments Inc., Carol may also be compensated for the sales of investment-related products from companies affiliated with PFS Investments Inc., as well as non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for part-time referrals of loan products, home security and automation products, and other home related services.

Firm Information

Carol Bradbury 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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Carol Bradbury’s Registration & Firm History

NH

07/31/2023 - Present

PFS Investments Inc. (Londonderry NH)

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Licenses & Designations

IA

Issued 07/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carol Lynn Bradbury.
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