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Donald Louis Fleary

PFS Investments Inc.

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About Donald Louis Fleary

Donald Louis Fleary is a financial professional with over 30 years of experience in the financial services industry. Donald is currently registered with PFS Investments Inc., where Donald has been with them since December 2013. Prior to joining PFS Investments Inc. Donald was registered with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., IFG NETWORK SECURITIES, INC., PLANNED INVESTMENTS INC., and FIRST AMERICAN NATIONAL SECURITIES, INC. Donald holds Series 6, 26, and 63 licenses. Donald is a registered representative in Georgia and Wisconsin.

Firm Information

Donald Fleary 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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Donald Fleary’s Registration & Firm History

GA

12/03/2013 - Present

PFS Investments Inc. (CONYERS GA)

GA

10/31/2005 - 01/08/2013

SAGEPOINT FINANCIAL, INC. (THOMASTON GA)

AZ

08/08/1995 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

GA

01/07/1993 - 08/02/1995

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

GA

03/11/1992 - 12/31/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

GA

06/21/1990 - 03/19/1992

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 07/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/1991

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Donald Louis Fleary. Review regulatory record here.
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