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Harold Allen Coe

PFS Investments Inc.

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About Harold Allen Coe

Harold Allen Coe is a registered investment advisor representative with PFS Investments Inc., based in Houston, Texas. Harold has over 20 years of experience in the financial services industry. Prior to joining PFS Investments Inc., Harold worked at several other firms, including Chase Investment Services Corp., Wells Fargo Investments, LLC, Marquette Financial Group, Inc., Conseco Securities, Inc., Foresters Equity Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Harold holds the Series 6, 7, 63, and 65 licenses. Harold's specializations include variable contracts. Harold specializes in portfolio management for individuals.

Firm Information

Harold Coe 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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Harold Coe’s Registration & Firm History

TX

11/01/2021 - Present

PFS Investments Inc. (HOUSTON TX)

IL

01/15/2004 - 09/16/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

CA

03/14/2002 - 02/03/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

12/18/2000 - 07/30/2002

MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)

IN

03/17/2000 - 12/07/2000

CONSECO SECURITIES, INC. (CARMEL IN)

CA

10/10/1996 - 03/02/2000

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NY

02/11/1986 - 12/09/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

04/24/1985 - 03/07/1988

MAY & O'CONNOR CAPITAL INC

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Licenses & Designations

IA

Issued 10/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold Allen Coe.
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