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Carolyn Jane Mann

PFS Investments Inc.

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About Carolyn Jane Mann

Carolyn Jane Mann is a financial advisor who has been active in the financial services industry since 1998. Carolyn is currently registered with PFS Investments Inc. Carolyn is also registered with the state of Florida as an investment advisor representative and a securities agent. Carolyn's primary practice is serving individuals and families with investment advice, including securities, mutual funds, and variable annuities. Carolyn has several designations and certifications including Series 6, Series 63, Series 26, and Series 65. In addition to her work as an investment advisor, Carolyn is also a part-time sales representative for Primerica Financial Services, Inc.

Firm Information

Carolyn Mann 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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Carolyn Mann’s Registration & Firm History

FL

01/01/2025 - Present

PFS Investments Inc. (CORAL SPRINGS FL)

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Licenses & Designations

IA

Issued 05/31/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Carolyn Jane Mann. Review regulatory record here.
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