linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Edward Lachman

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Edward Lachman

Charles Lachman has been in the financial industry since 1989. Charles is currently registered with PFS Investments Inc. and has a branch office location in Portage, Michigan. Charles is a registered representative with FINRA and holds the Series 63, SIE and Series 7 licenses. In addition to PFS Investments Inc. Charles has also worked for a number of other financial institutions, including FSC Securities Corporation, First of America Securities, Inc., and Peninsular Securities Company. Charles provides financial advice to individuals and businesses and offers portfolio management services.

Firm Information

Charles Lachman 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Lachman’s Registration & Firm History

MI

01/22/2008 - Present

PFS Investments Inc. (PORTAGE MI)

GA

03/01/2001 - 12/31/2007

PFS INVESTMENTS INC. (DULUTH GA)

GA

03/04/1998 - 02/23/2001

FSC SECURITIES CORPORATION (ATLANTA GA)

MI

01/16/1996 - 07/25/1996

FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)

MI

08/17/1992 - 06/09/1995

PENINSULAR SECURITIES COMPANY (GRAND RAPIDS MI)

GA

04/04/1991 - 08/12/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

NY

04/13/1988 - 04/13/1989

FAHNESTOCK & CO., INC. (NEW YORK NY)

NA

04/25/1985 - 04/13/1988

FAHNESTOCK INTERNATIONAL INC.

Not sure if Charles Edward Lachman is right for you?

Licenses & Designations

BC

Issued 02/25/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Edward Lachman.
Not sure if Charles Edward Lachman is right for you?