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James Alan Posey

PFS Investments Inc.

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About James Alan Posey

James Alan Posey is a registered representative of PFS Investments Inc. based in Columbus, OH. James has been in the financial industry since August 5, 1993 and is licensed to provide securities and investment advisory services in Ohio. James has passed the Securities Industry Essentials Exam (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). James has a history with PFS Investments Inc. having previously worked in Athens, OH.

Firm Information

James Posey 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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James Posey’s Registration & Firm History

OH

06/24/2019 - Present

PFS Investments Inc. (COLUMBUS OH)

OH

01/09/2012 - 07/19/2018

PFS INVESTMENTS INC. (ATHENS OH)

OH

08/24/1992 - 12/31/2011

PFS INVESTMENTS INC. (ATHENS OH)

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Licenses & Designations

BC

Issued 07/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Alan Posey.
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