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Jeffrey Scott Milne

PFS Investments Inc.

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About Jeffrey Scott Milne

Jeffrey Milne is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with PFS Investments Inc. in Alabama and Texas. Jeffrey is also a Certified Financial Planner. Jeffrey is committed to providing financial advice and guidance to help clients reach their financial goals. His services include portfolio management for individuals, education seminars and other investment-related products. Jeffrey is licensed to sell investment-related products for companies affiliated with PFS Investments Inc. and may also receive compensation for the sale of loan products from Primerica Mortgage, LLC and referrals of home security and automation products from Primerica Client Services, Inc.

Firm Information

Jeffrey Milne 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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Jeffrey Milne’s Registration & Firm History

AL

01/03/2024 - Present

PFS Investments Inc. (HOOVER AL)

AL

09/30/2016 - 05/31/2017

PRUCO SECURITIES, LLC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 07/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Milne.
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