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Dody Cameron McGee

PFS Investments Inc.

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About Dody Cameron McGee

Dody Cameron McGee is a financial advisor registered with PFS Investments Inc. Dody has been in the industry since 2006 and is currently registered with Michigan. Dody provides portfolio management for individuals and has over 8 billion dollars in assets under management. Dody has passed the Series 6, Series 63, Series 26 and Series 65 exams. Dody also serves as a committee member for the Investment Advisory Committee for the Charter Township of Independence.

Firm Information

Dody McGee 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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Dody McGee’s Registration & Firm History

MI

07/29/2011 - Present

PFS Investments Inc. (CLARKSTON MI)

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Licenses & Designations

IA

Issued 04/13/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dody Cameron McGee.
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