Invested Better
Unclaimed

Unclaimed

Unclaimed

David Lee Clutter

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Lee Clutter

David Lee Clutter is a registered investment advisor representative with PFS Investments Inc. David has been in the industry since May 2003 and has experience in providing investment advice to individuals. David Clutter is registered with the state of Tennessee as a broker-dealer and investment advisor representative, and also holds Series 6, 63, 26 and 65 licenses. David Clutter is a licensed agent in Georgia, Kentucky, Ohio, and Tennessee. David Clutter also has experience in the sale of investment-related products, and may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Firm Information

David Clutter 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Clutter’s Registration & Firm History

TN

08/09/2011 - Present

PFS Investments Inc. (PORTLAND TN)

Not sure if David Lee Clutter is right for you?

Licenses & Designations

IA

Issued 06/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2003

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 Lee Clutter.
Not sure if David Lee Clutter is right for you?