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Clarence Wooten

PFS Investments Inc.

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About Clarence Wooten

Clarence Wooten is a registered representative with PFS Investments Inc. based in San Antonio, TX. Clarence has been in the financial services industry since 1985 and has been registered with the state of Texas since 1985. Clarence is also registered as an Investment Advisor Representative in Texas. Clarence has passed the Series 6, Series 63, Series 26, and Series 65 exams. Clarence also holds the SIE exam. Clarence provides investment-related products and services, as well as financial planning.

Firm Information

Clarence Wooten 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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Clarence Wooten’s Registration & Firm History

TX

08/18/2011 - Present

PFS Investments Inc. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 02/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1987

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clarence Wooten.
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