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Gregory David Collingwood

PFS Investments Inc.

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About Gregory David Collingwood

Gregory David Collingwood is a financial advisor registered with PFS Investments Inc. and has been in the industry since 2006. Gregory has a wide range of experience working with different clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Gregory specializes in portfolio management for individuals. Gregory has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Gregory Collingwood 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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Gregory Collingwood’s Registration & Firm History

GA

03/02/2023 - Present

PFS Investments Inc. (ATLANTA GA)

GA

02/13/2020 - 08/02/2021

BROOKLIGHT PLACE SECURITIES, INC. (ATLANTA GA)

GA

05/29/2019 - 10/01/2019

FARMERS FINANCIAL SOLUTIONS, LLC (ALPHARETTA GA)

GA

04/17/2015 - 06/04/2019

ALLSTATE FINANCIAL SERVICES, LLC (KENNESAW GA)

GA

02/13/2009 - 11/06/2014

VOYA FINANCIAL ADVISORS, INC. (ATLANTA GA)

GA

11/21/2007 - 02/11/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

GA

12/08/2006 - 11/26/2007

PFS INVESTMENTS INC. (DULUTH GA)

GA

09/19/2003 - 02/21/2006

PFS INVESTMENTS INC. (DULUTH GA)

NJ

06/05/2002 - 09/18/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 06/12/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory David Collingwood.
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