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Joseph Wilson Davidson

PFS Investments Inc.

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About Joseph Wilson Davidson

Joseph Davidson is a financial professional with over 20 years of experience in the financial services industry. Joseph currently holds a Series 6, Series 26 and Series 63 license and has been associated with PFS Investments Inc. since September 29, 1997. Joseph Davidson is registered with FINRA and the states of Indiana, Kentucky and Ohio. PFS Investments Inc. is a Registered Investment Adviser. PFS Investments Inc. is headquartered in Duluth, Georgia and has 3510 licensed agents, 3515 investment advisor representatives and 3582 registered representatives. The firm's primary client base includes high-net-worth individuals and individuals other than high-net-worth. PFS Investments Inc. provides portfolio management services for individuals, investment companies, pooled investment vehicles and businesses.

Firm Information

Joseph Davidson 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 Davidson’s Registration & Firm History

OH

09/29/1997 - Present

PFS Investments Inc. (WEST CHESTER OH)

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Licenses & Designations

BC

Issued 01/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1997

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 Wilson Davidson.
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