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David Stone

PFS Investments Inc.

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About David Stone

David Stone is a financial professional with over 30 years of experience in the industry. David is currently registered with PFS Investments Inc. and holds multiple licenses, including Series 6, Series 26, and Series 63. David has been active in the securities industry since January 1990, working with PFS Investments Inc. since 1998. The advisor is currently registered with the state of Maine and has previously been registered with the state of Georgia. David is experienced in working with individuals and corporations and has a proven track record of success.

Firm Information

David Stone 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 Stone’s Registration & Firm History

GA

12/26/2013 - Present

PFS Investments Inc. (LAWRENCEVILLE GA)

GA

01/15/2013 - 12/26/2013

PFS INVESTMENTS INC. (DULUTH GA)

GA

10/21/1998 - 12/31/2012

PFS INVESTMENTS INC. (DULUTH GA)

GA

12/20/1989 - 10/16/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 09/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1989

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 Stone.
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