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James Glenn Kocher

PFS Investments Inc.

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About James Glenn Kocher

James Glenn Kocher is a financial professional with over 38 years of experience in the industry. James is registered with PFS Investments Inc. and currently holds a Series 6, Series 26, Series 63 and SIE license. James is licensed to provide investment advice in 36 states. James currently operates from their office in West Palm Beach, Florida.

Firm Information

James Kocher 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 Kocher’s Registration & Firm History

FL

12/04/1985 - Present

PFS Investments Inc. (WEST PALM BEACH FL)

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Licenses & Designations

BC

Issued 12/03/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1985

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 Glenn Kocher.
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