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Emily Richards

PFS Investments Inc.

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About Emily Richards

Emily Richards is a financial advisor with PFS Investments Inc. Emily is registered with FINRA and holds the Series 6TO and SIE licenses. Emily is also licensed in Ohio. Emily has been in the financial services industry since 2019.

Firm Information

Emily Richards 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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Emily Richards’s Registration & Firm History

OH

01/19/2022 - Present

PFS Investments Inc. (STOW OH)

OH

12/02/2019 - 12/31/2021

PFS INVESTMENTS INC. (BRECKSVILLE OH)

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Licenses & Designations

BC

Issued 05/16/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/30/2019

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

BC

Issued 11/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Richards.
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