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Gail Harris Bardwell

PFS Investments Inc.

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About Gail Harris Bardwell

Gail Bardwell is an investment advisor representative associated with PFS Investments Inc., a registered investment advisor. Gail is registered with FINRA and has two product licenses: the Series 6TO - Investment Company Products/Variable Contracts Representative Examination and the SIE - Securities Industry Essentials Examination. Gail is licensed to provide investment advisory services for individuals and has been in the industry since March 12, 2023. The firm's main office is located in Duluth, Georgia and has 3,515 registered investment advisor representatives across the United States. The firm specializes in providing financial advisory services to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Gail Bardwell 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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Gail Bardwell’s Registration & Firm History

GA

03/13/2023 - Present

PFS Investments Inc. (CUMMING GA)

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Licenses & Designations

BC

Issued 03/11/2023

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

BC

Issued 07/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gail Harris Bardwell.
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