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Jackie Carroll

PFS Investments Inc.

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About Jackie Carroll

Jackie Carroll is a financial advisor with PFS Investments Inc., a firm with over 3,500 investment advisor representatives and over 59,000 client accounts. Jackie has been in the industry since October 6, 2013, and has a Series 6, Series 63, and SIE license. Jackie has a strong background in investment company products and variable contracts. Jackie is registered to provide investment advice in Oklahoma.

Firm Information

Jackie Carroll 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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Jackie Carroll’s Registration & Firm History

OK

10/07/2013 - Present

PFS Investments Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 10/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jackie Carroll.
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