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Donnell Carter

PFS Investments Inc.

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About Donnell Carter

Donnell Carter is a registered representative with PFS Investments Inc. Donnell is a licensed investment advisor representative who has been in the financial industry since December 1995. Donnell holds a Series 6, Series 26, Series 63 and Series 65 license, as well as the Securities Industry Essentials Examination (SIE). Donnell specializes in providing investment advice and portfolio management for individuals. Donnell is located in Houston, Texas and is licensed to do business in Alabama, Arizona, Arkansas, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Jersey, North Carolina, Tennessee, Texas, Virginia and Wyoming.

Firm Information

Donnell Carter 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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Donnell Carter’s Registration & Firm History

TX

08/12/2021 - Present

PFS Investments Inc. (HOUSTON TX)

GA

11/14/1995 - 12/31/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donnell Carter.
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