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Frank Joseph Dowling

PFS Investments Inc.

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About Frank Joseph Dowling

Frank Dowling is an investment advisor representative at PFS Investments Inc. Frank is a Series 6, 63, 65, and 26 licensed professional who has been in the industry since 1999. Frank also holds the Series SIE designation. Frank is registered in Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, and Virginia. Frank has a background in sales of investment-related products for companies affiliated with PFS Investments Inc., including Primerica Mortgage, LLC and Primerica Client Services, Inc. Frank is a licensed professional who is dedicated to providing personalized financial advice to individuals and families.

Firm Information

Frank Dowling 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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Frank Dowling’s Registration & Firm History

DE

06/28/2023 - Present

PFS Investments Inc. (WILMINGTON DE)

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Licenses & Designations

IA

Issued 06/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Frank Joseph Dowling. Review regulatory record here.
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