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Heather Rose Horan

PFS Investments Inc.

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About Heather Rose Horan

Heather Rose Horan is a financial professional licensed in Georgia. Heather is a registered representative with PFS Investments Inc., having been in the industry since 2020. Heather has a strong educational background and has held positions at several organizations prior to joining PFS Investments Inc. Heather has a range of experience in the financial industry, and specializes in financial planning. Heather is dedicated to providing her clients with the best possible financial advice and guidance.

Firm Information

Heather Horan 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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Heather Horan’s Registration & Firm History

GA

03/08/2021 - Present

PFS Investments Inc. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 12/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/02/2020

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2021

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Heather Rose Horan. Review regulatory record here.
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