Invested Better
Invested Better

Daniel Roy Deck

Verified

Verified

PFS Investments Inc.

Specializations
Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
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About Daniel Roy Deck

Daniel "Dano" Deck is a financial advisor with PFS Investments Inc. based in Knoxville, TN. Dano has over 19 years of experience in the financial services industry and is licensed in a number of states. Dano focuses on providing financial planning and portfolio management for individuals. Dano is also a licensed insurance agent and Mortgage Loan Originator and may receive compensation from Primerica and Primerica Mortgage, LLC for the sale of loan products.

Firm Information

Daniel Deck 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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Daniel Deck’s Registration & Firm History

TN

01/10/2024 - Present

PFS Investments Inc. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 12/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Roy Deck.
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