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David Wayne Thomas

PFS Investments Inc.

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About David Wayne Thomas

David Wayne Thomas is a financial professional with over 20 years of experience in the industry. David is currently registered with PFS Investments Inc. as an Investment Advisor Representative. David also holds Series 6, Series 63, Series 26 and Series 65 licenses. David has worked in the financial services industry since 2001, and has been with PFS Investments Inc. since 2002. In addition to his work at PFS Investments Inc., David also offers services through Primerica Financial Services, which provides products related to insurance, loans, and other financial services. David is dedicated to providing comprehensive financial planning and investment advice to individuals and families.

Firm Information

David Thomas 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 Thomas’s Registration & Firm History

TX

07/10/2012 - Present

PFS Investments Inc. (DALLAS TX)

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Licenses & Designations

IA

Issued 06/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Wayne Thomas. Review regulatory record here.
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