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Gerard Aaron Brass

PFS Investments Inc.

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About Gerard Aaron Brass

Gerard Aaron Brass is a financial advisor registered with PFS Investments Inc., an investment firm located in Duluth, Georgia. Gerard is registered in California as a registered representative (Series 63), investment advisor representative (Series 65), and a principal (Series 26) and holds a SIE. Gerard has been working in the financial services industry since April 2016. Gerard is currently licensed to provide financial advice in California and Oregon. Gerard is also associated with other companies including Primerica Financial Services and Central Lending. Gerard specializes in providing financial advice to individuals and families. He is licensed to provide financial advice in a variety of areas, including investment planning, retirement planning, and insurance.

Firm Information

Gerard Brass 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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Gerard Brass’s Registration & Firm History

CA

04/30/2018 - Present

PFS Investments Inc. (COLTON CA)

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Licenses & Designations

IA

Issued 03/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerard Aaron Brass.
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