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Duane Lamont Summers

PFS Investments Inc.

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About Duane Lamont Summers

Duane Lamont Summers is a financial professional registered with PFS Investments Inc. and has over 25 years of experience in the industry. Duane is licensed in Illinois, Minnesota, and Washington. Duane specializes in investment company products and variable contracts. Duane has worked with PFS Investments Inc. for over 20 years and is currently registered with the firm in Chicago, Illinois. Duane is an active Registered Representative and holds the Series 6, Series 63, and SIE licenses.

Firm Information

Duane Summers 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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Duane Summers’s Registration & Firm History

IL

02/20/2007 - Present

PFS Investments Inc. (CHICAGO IL)

GA

02/20/2001 - 02/03/2006

PFS INVESTMENTS INC. (DULUTH GA)

GA

11/27/1995 - 12/31/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 11/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Duane Lamont Summers. Review regulatory record here.
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