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David Michael Harms

PFS Investments Inc.

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About David Michael Harms

David Michael Harms has been in the financial services industry since October 1996. David is registered with PFS Investments Inc. and is licensed in 31 states and two provinces in Canada. He specializes in financial planning, portfolio management for individuals, and investment company products. David is committed to helping his clients achieve their financial goals. He has been a part-time or full-time sales associate for companies affiliated with PFS Investments Inc. and may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. David is a co-owner of Harms + Associates, Inc., a legal entity formed for Primerica business purposes.

Firm Information

David Harms 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 Harms’s Registration & Firm History

GA

01/31/2019 - Present

PFS Investments Inc. (DACULA GA)

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Licenses & Designations

IA

Issued 01/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/1996

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 Michael Harms.
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