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Eric Dylan Rogers

PFS Investments Inc.

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About Eric Dylan Rogers

Eric Dylan Rogers is a registered representative and investment advisor representative with PFS Investments Inc. Eric has been in the industry since July 4, 2005 and has been with PFS Investments Inc. since April 2010. Eric is registered in Indiana and has a Series 6, Series 63, and Series 65 license. Eric has previously worked for PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, PRINCOR FINANCIAL SERVICES CORPORATION, and FIRST INVESTORS CORPORATION. Eric can provide financial planning, portfolio management for individuals, and may also 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

Eric Rogers 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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Eric Rogers’s Registration & Firm History

IN

08/09/2011 - Present

PFS Investments Inc. (INDIANAPOLIS IN)

NA

11/18/1991 - 11/27/1992

PRUCO SECURITIES CORPORATION

NA

11/18/1991 - 11/27/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

NA

06/11/1985 - 12/09/1988

PRINCOR FINANCIAL SERVICES CORPORATION

NA

04/16/1984 - 08/23/1984

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 07/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Dylan Rogers. Review regulatory record here.
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