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David J Schimpf

PFS Investments Inc.

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About David J Schimpf

David J. Schimpf is an Investment Advisor Representative at PFS Investments Inc. David is a licensed investment professional with experience in the financial industry since 2006. He has been registered with PFS Investments Inc. since 2012 and holds licenses and certifications in various states. David is passionate about helping clients achieve their financial goals. He specializes in portfolio management for individuals and has extensive experience working with high-net-worth individuals, corporations, and charitable organizations. David is committed to providing personalized financial advice and guidance to help his clients make informed decisions about their investments.

Firm Information

David Schimpf 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 Schimpf’s Registration & Firm History

PA

12/18/2012 - Present

PFS Investments Inc. (CHALFONT PA)

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Licenses & Designations

IA

Issued 11/20/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2006

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 J Schimpf.
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