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Corey E Allen

PFS Investments Inc.

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About Corey E Allen

Corey Allen is an investment advisor representative at PFS Investments Inc. Corey has been in the securities industry since 2006. Corey has a Series 6, Series 63, Series 26, and SIE licenses. Corey is registered in 13 states and has a total of 12 active registrations. Corey is registered as a broker in California, Connecticut, Florida, Georgia, Illinois, Louisiana, Michigan, Nevada, New Jersey, Pennsylvania, Texas, and Virginia. Corey is registered as an investment advisor in Texas. Corey is located at 140 CYPRESS STATION DRIVE, STE 115-3, Houston, TX 77090. Corey also has a branch office in Porter, TX. Corey is currently employed at PFS Investments Inc. and has been with the firm since March 2006.

Firm Information

Corey Allen 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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Corey Allen’s Registration & Firm History

TX

09/07/2011 - Present

PFS Investments Inc. (Houston TX)

GA

08/14/2006 - 12/31/2007

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/03/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey E Allen.
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