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Colleen Leithren

PFS Investments Inc.

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About Colleen Leithren

Colleen Leithren is an investment advisor representative registered with PFS Investments Inc. Colleen has been in the industry since July 15, 2020. Colleen is registered in Delaware, Florida, North Carolina and Virginia. Colleen has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Principal Examination, the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Colleen has experience working with corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth.

Firm Information

Colleen Leithren 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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Colleen Leithren’s Registration & Firm History

DE

04/12/2022 - Present

PFS Investments Inc. (NEWARK DE)

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Licenses & Designations

IA

Issued 03/26/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/16/2020

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

BC

Issued 05/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen Leithren.
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