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Christopher Thomas Perlin

PFS Investments Inc.

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About Christopher Thomas Perlin

Christopher Perlin is a registered representative with PFS Investments Inc. PFS Investments Inc. is a Registered Investment Advisor headquartered in Duluth, Georgia. Christopher Perlin is active in Idaho and has been in the industry since 2019. Christopher Perlin specializes in portfolio management for individuals. Christopher Perlin has had registrations with Edward Jones, The GMS Group, LLC, and New England Securities. Christopher Perlin holds the Series 66, SIE, and Series 7 licenses. Christopher Perlin may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Firm Information

Christopher Perlin 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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Christopher Perlin’s Registration & Firm History

ID

03/05/2024 - Present

PFS Investments Inc. (BOISE ID)

ID

11/01/2019 - 03/08/2022

EDWARD JONES (Coeur D'Alene ID)

NJ

06/02/2009 - 03/02/2011

THE GMS GROUP, LLC (EAST HANOVER NJ)

NJ

08/13/2008 - 11/21/2008

NEW ENGLAND SECURITIES (FAIRFIELD NJ)

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Licenses & Designations

BOTH

Issued 11/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/08/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Thomas Perlin.
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