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David William Mead

PFS Investments Inc.

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About David William Mead

David William Mead is a registered investment advisor representative with PFS Investments Inc. David William Mead has been working in the industry since September 27, 1995. David William Mead is licensed to provide investment advisory services in Texas and Washington. David William Mead holds Series 6, 26, 63, and 65 licenses, as well as the SIE exam. David William Mead also has a Series 26 principal license. David William Mead is associated with PFS Investments Inc., and Landmark Financial Group. David William Mead is registered with FINRA and the state of Washington. David William Mead is a member of PFS Investments Inc. David William Mead provides investment advisory services to individuals, corporations, and charitable organizations.

Firm Information

David Mead 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 Mead’s Registration & Firm History

WA

12/01/2021 - Present

PFS Investments Inc. (VANCOUVER WA)

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Licenses & Designations

IA

Issued 04/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for David William Mead. Review regulatory record here.
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