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Charles Curtis Calloway

PFS Investments Inc.

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About Charles Curtis Calloway

Charles Curtis Calloway is a registered representative with PFS Investments Inc. in Garner, NC. Charles has been in the securities industry since 1994. Charles is registered with the following securities exchanges: FINRA, and the state of North Carolina. Charles is also registered as an Investment Advisor Representative. Charles has a Series 7, Series 6, Series 26, Series 63, and Series 65 license. Charles specializes in providing financial advice and portfolio management for individuals. Charles has a history of working with State Farm VP Management Corp. and H.D. Vest Investment Services.

Firm Information

Charles Calloway 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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Charles Calloway’s Registration & Firm History

NC

10/10/2013 - Present

PFS Investments Inc. (GARNER NC)

IL

02/22/2011 - 02/06/2013

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

08/26/2008 - 01/13/2011

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

TX

09/12/2001 - 12/17/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

MN

02/11/1999 - 06/07/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/11/1999 - 06/07/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

GA

06/28/1988 - 02/23/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Curtis Calloway. Review regulatory record here.
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