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Dawn Jeanine Burton

PFS Investments Inc.

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About Dawn Jeanine Burton

Dawn Jeanine Burton is an Investment Advisor Representative at PFS Investments Inc. Dawn is a seasoned professional with over 40 years of experience in the industry. She has a broad range of experience in providing financial planning and portfolio management services to individuals, corporations and charitable organizations. Dawn holds the Series 6, 63, 26 and 65 licenses. Dawn has held a current registration with FINRA and the State of California since 2016. She is also registered in 17 other states as an investment advisor representative. She is dedicated to helping clients achieve their financial goals and has a strong commitment to providing personalized service.

Firm Information

Dawn Burton 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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Dawn Burton’s Registration & Firm History

CA

02/29/2016 - Present

PFS Investments Inc. (SAN RAMON CA)

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Licenses & Designations

IA

Issued 01/27/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Jeanine Burton.
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