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Courtney Erica Blake

PFS Investments Inc.

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About Courtney Erica Blake

Courtney Erica Blake is a financial professional with experience in the securities industry. Courtney holds FINRA Series 66, 24, 7TO, and SIE licenses. Courtney currently works for PFS Investments INC. in Duluth, GA. Prior to joining PFS Investments INC., Courtney was employed by H & L Equities, LLC in Atlanta, GA. Courtney specializes in portfolio management for individuals.

Firm Information

Courtney Blake is currently registered with PFS Investments Inc.. PFS Investments Inc., a corporation formed in 1981, is an investment advisor with a primary office in Duluth, GA. The firm offers portfolio management services to individuals and provides advisory services in 53 states, as well as at the federal level. PFS Investments manages approximately $8.46 billion in assets for over 59,800 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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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Courtney Blake’s Registration & Firm History

GA

02/09/2023 - Present

PFS Investments Inc. (DULUTH GA)

GA

09/17/2021 - 07/29/2022

H & L EQUITIES, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/9/2022

Series 24 - General Securities Principal Examination

BC

Issued 9/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 4/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Erica Blake.
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