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Edward C Barthelme

PFS Investments Inc.

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About Edward C Barthelme

Edward Barthelme is a registered representative with PFS Investments Inc. and has been in the securities industry for more than 8 years. Edward has one current registration in Arizona and is Series 66 licensed. Edward has worked with several firms including Edward Jones, USAA Investment Services, and MassMutual. Edward is also licensed to sell insurance products and provides investment-related products for companies affiliated with PFS Investments Inc. Edward may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.

Firm Information

Edward Barthelme 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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Edward Barthelme’s Registration & Firm History

ID

12/19/2024 - Present

PFS Investments Inc. (BOISE ID)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward C Barthelme.
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