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Dean Allen Urspruch

PFS Investments Inc.

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About Dean Allen Urspruch

Dean Allen Urspruch is a financial professional with a proven track record in the investment industry. Dean joined PFS Investments Inc. in 2017 and has been providing investment advice to individuals, corporations, and charitable organizations ever since. Dean has a Series 6, Series 63 and SIE licenses and holds a deep understanding of the financial markets and investment strategies. Dean is dedicated to helping clients achieve their financial goals through personalized and tailored investment solutions.

Firm Information

Dean Urspruch 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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Dean Urspruch’s Registration & Firm History

TN

01/19/2023 - Present

PFS Investments Inc. (MADISON TN)

TN

08/07/2017 - 12/31/2022

PFS INVESTMENTS INC. (MADISON TN)

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Licenses & Designations

BC

Issued 08/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Allen Urspruch.
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