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Edgar Garcia

PFS Investments Inc.

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About Edgar Garcia

Edgar Garcia is a financial advisor with PFS Investments Inc., a firm that manages over $8.46 billion in assets. Edgar is registered with the state of Illinois. Edgar is a licensed advisor with Series 63, Series 6TO, and SIE licenses. Previously, Edgar worked for PFS Investments Inc. in Des Plaines, Illinois.

Firm Information

Edgar Garcia 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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Edgar Garcia’s Registration & Firm History

IA

06/10/2024 - Present

PFS Investments Inc. (HIAWATHA IA)

IL

05/03/2023 - 07/05/2023

PFS INVESTMENTS INC. (DES PLAINES IL)

IL

03/21/2019 - 10/22/2021

PFS INVESTMENTS INC. (DES PLAINES IL)

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Licenses & Designations

BC

Issued 07/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Edgar Garcia. Review regulatory record here.
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