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Idris Merriman

PFS Investments Inc.

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About Idris Merriman

Idris Merriman is a financial advisor with over 40 years of experience in the industry. Idris is currently registered with PFS Investments Inc. and is licensed to provide investment advice in California, Ohio, and Texas. Idris has held previous positions with Anchor National Financial Services, Inc. Idris offers a range of financial services including investment advice, financial planning and portfolio management. Idris holds a Series 6, 7, 26, 63, and 65 licenses. Idris's primary office location is with PFS Investments Inc. in Euclid, OH.

Firm Information

Idris Merriman 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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Idris Merriman’s Registration & Firm History

OH

07/13/2011 - Present

PFS Investments Inc. (EUCLID OH)

NA

06/17/1980 - 01/01/1987

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 12/30/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/1983

Series 7 - General Securities Representative Examination

BC

Issued 06/09/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Idris Merriman. Review regulatory record here.
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