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Gary Anthony Garofalo

PFS Investments Inc.

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About Gary Anthony Garofalo

Gary Anthony Garofalo is a registered investment advisor representative with PFS Investments Inc. Gary has been in the industry for over 10 years, with experience in both financial services and sales. Gary is licensed to provide investment advisory services in Rhode Island, Massachusetts and Florida, and he is also a Series 6, Series 63, Series 65, and SIE licensed representative. Gary has worked at PFS Investments Inc. since 2010, and has provided investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Gary's specialties include portfolio management for individuals, and he is committed to providing his clients with personalized financial advice and services. Gary also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals of loan products and home security and automation products.

Firm Information

Gary Garofalo 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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Gary Garofalo’s Registration & Firm History

RI

03/28/2012 - Present

PFS Investments Inc. (CRANSTON RI)

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Licenses & Designations

IA

Issued 03/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Anthony Garofalo.
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