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Dan Chirk Chu

PFS Investments Inc.

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About Dan Chirk Chu

Dan Chirk Chu is a registered investment advisor representative with PFS Investments Inc. Dan has been in the industry since November 9, 1988. Dan is registered to provide investment advice in California and Colorado. Dan's primary office is located in Burbank, California, and Dan is also registered with the firm's branch office in Rosemead, California. Dan's experience includes providing investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Dan also provides financial planning services and portfolio management services. Dan is also registered with the firm as a Registered Representative and holds Series 6, 26, 63, and 65 licenses.

Firm Information

Dan Chu 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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Dan Chu’s Registration & Firm History

CA

07/25/2018 - Present

PFS Investments Inc. (BURBANK CA)

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Licenses & Designations

IA

Issued 07/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dan Chirk Chu.
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