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Joseph Audie Sharpe

PFS Investments Inc.

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About Joseph Audie Sharpe

Joseph Sharpe is a financial advisor with PFS Investments Inc. with over 15 years of experience in the industry. Joseph has a Series 6, 26, and 63 license and the SIE exam. Joseph has worked at PFS Investments Inc. in various locations, including Fort Washington, MD, and currently in Katy, TX. Joseph is registered with the state of California, Connecticut, Florida, Maryland, Massachusetts, Nevada, New Jersey, New York and Virginia. Joseph has a strong track record of helping clients achieve their financial goals.

Firm Information

Joseph Sharpe 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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Joseph Sharpe’s Registration & Firm History

TX

03/02/2020 - Present

PFS Investments Inc. (KATY TX)

MD

01/17/2017 - 12/31/2018

PFS INVESTMENTS INC. (FORT WASHINGTON MD)

MD

01/07/2016 - 12/31/2016

PFS INVESTMENTS INC. (FORT WASHINGTON MD)

MD

05/04/2011 - 12/31/2015

PFS INVESTMENTS INC. (FORT WASHINGTON MD)

GA

04/10/2003 - 06/06/2007

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Audie Sharpe.
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