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Eldred Smith

PFS Investments Inc.

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About Eldred Smith

Eldred Smith is a financial advisor with PFS Investments Inc. Eldred Smith has over 10 years of experience in the financial services industry. Eldred Smith is a registered representative of FINRA and holds Series 6, Series 63 and SIE licenses. Eldred Smith is registered to provide investment advice in 16 states including Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Minnesota, Missouri, Nevada, New Mexico, North Carolina, Texas, and Utah. Eldred Smith's firm, PFS Investments Inc., is a registered investment advisor with the SEC and has over 3500 employees. PFS Investments Inc. specializes in providing investment advice to individuals, high-net-worth individuals, corporations and charitable organizations.

Firm Information

Eldred Smith 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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Eldred Smith’s Registration & Firm History

CA

01/18/2019 - Present

PFS Investments Inc. (RIVERSIDE CA)

CA

01/05/2016 - 12/31/2018

PFS INVESTMENTS INC. (RIVERSIDE CA)

CA

12/06/2013 - 12/31/2015

PFS INVESTMENTS INC. (RIVERSIDE CA)

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Licenses & Designations

BC

Issued 12/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eldred Smith. Review regulatory record here.
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