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David Alan Patterson

PFS Investments Inc.

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About David Alan Patterson

David Patterson is a registered investment advisor representative, with over 35 years of experience in the financial services industry. David is registered to provide advisory services in multiple states, including Arizona, California, Colorado, Georgia, Massachusetts, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Vermont, Virginia, and Wisconsin. David holds a Series 6, 26, 63, and 65 license. David is affiliated with PFS Investments Inc., and is based in DICKSON, TN. David is a partner/vice president of Promised Land 2.0 Inc., but this is not related to David’s advisory business. David’s current employment with PFS Investments Inc. began in April 1999, and David has also been affiliated with Primerica Financial Services since February 1991.

Firm Information

David Patterson 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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David Patterson’s Registration & Firm History

TN

09/17/2021 - Present

PFS Investments Inc. (DICKSON TN)

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Licenses & Designations

IA

Issued 03/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Alan Patterson.
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