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Daniel Ruddock

PFS Investments Inc.

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About Daniel Ruddock

Daniel Ruddock is an investment advisor representative at PFS Investments Inc. Daniel is registered with the state of California and Texas. Daniel has been in the industry for over 10 years. Daniel has a strong background in financial planning and investment management. Daniel is committed to providing personalized financial advice to individuals and families. Daniel is a Registered Representative and Investment Advisor Representative and has Series 63, 65, 6TO, and SIE licenses. Daniel has experience with a variety of financial products and services, including mutual funds, variable annuities, and life insurance. In addition to his work with PFS Investments Inc., Daniel is a Director of Maintenance and Facility Services for Alcon Vision, LLC, a non-investment related company.

Firm Information

Daniel Ruddock 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 Ruddock’s Registration & Firm History

CA

05/08/2024 - Present

PFS Investments Inc. (SANTA FE SPRINGS CA)

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Licenses & Designations

IA

Issued 04/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Ruddock.
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