linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cusmore Lemuel Simon

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cusmore? Claim Your Profile

About Cusmore Lemuel Simon

Cusmore Lemuel Simon is a registered representative with PFS Investments Inc. Cusmore has been in the financial industry since 2006. Cusmore is licensed to sell securities in Connecticut. Cusmore has experience with Investment Company Products/Variable Contracts. Cusmore has specialized knowledge in the area of Series 6. Cusmore has been registered with PFS Investments Inc. since 2020. Prior to that, Cusmore was registered with HD Vest Investment Services and Genworth Financial Securities Corporation. Cusmore has been a representative of PFS Investments Inc. Cusmore has extensive experience in the financial industry and is committed to providing clients with personalized service and guidance.

Firm Information

Cusmore Simon 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cusmore Simon’s Registration & Firm History

CT

01/08/2023 - Present

PFS Investments Inc. (BETHEL CT)

CT

02/18/2020 - 12/31/2022

PFS INVESTMENTS INC. (BETHEL CT)

CT

08/29/2015 - 12/04/2017

HD VEST INVESTMENT SERVICES (Bridgeport CT)

CT

06/24/2010 - 09/02/2014

H.D. VEST INVESTMENT SERVICES (SHELTON CT)

CT

05/02/2007 - 07/01/2010

GENWORTH FINANCIAL SECURITIES CORPORATION (WATERBURY CT)

CT

03/31/2006 - 10/23/2006

PRUCO SECURITIES, LLC. (MIDDLEBURY CT)

Not sure if Cusmore Lemuel Simon is right for you?

Licenses & Designations

BC

Issued 04/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cusmore Lemuel Simon.
Not sure if Cusmore Lemuel Simon is right for you?