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Derek Evans

PFS Investments Inc.

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About Derek Evans

Derek Evans is a financial advisor with PFS Investments Inc., registered with the state of Pennsylvania. Derek Evans has been a registered representative for 7 years and has worked for PFS Investments Inc. for multiple years. Derek Evans provides portfolio management for individuals and has passed the Series 6, Series 63, Series 26, and Series 65 exams. Derek Evans's office is located in Reading, Pennsylvania.

Firm Information

Derek Evans 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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Derek Evans’s Registration & Firm History

PA

02/13/2024 - Present

PFS Investments Inc. (READING PA)

PA

01/19/2022 - 12/31/2023

PFS INVESTMENTS INC. (READING PA)

PA

04/02/2020 - 12/31/2021

PFS INVESTMENTS INC. (LANCASTER PA)

PA

01/06/2017 - 12/31/2019

PFS INVESTMENTS INC. (WEST LAWN PA)

PA

12/23/2016 - 12/27/2016

PFS INVESTMENTS INC. (WEST LAWN PA)

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Licenses & Designations

IA

Issued 06/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek Evans.
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