Unclaimed
David Daniel Johnson is a financial advisor with PFS Investments Inc., a firm based in Duluth, Georgia. David has been in the financial industry since 1983, working with PFS Investments Inc. since February 1983 and Primerica Financial Services since February 1991. David holds a Series 6, 26, 63, and 65 license, as well as the SIE exam. David is registered as a broker-dealer and an investment advisor in Florida, Georgia, Kentucky, Massachusetts, Ohio, South Carolina, and Virginia. David provides portfolio management services to individuals, and may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc..
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/22/2011 - Present
PFS Investments Inc. (ORANGE PARK FL)
IA
Issued 02/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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