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Joshua Phillip Murray

PFS Investments Inc.

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About Joshua Phillip Murray

Joshua Murray has been in the financial industry since 2002. He has served as an investment advisor representative at PFS Investments Inc. since 2015, where he works with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and corporations. Joshua Murray specializes in providing portfolio management services. Joshua Murray is also registered as an investment advisor representative in Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Louisiana, Mississippi, Missouri, New Mexico, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, and Washington. Joshua Murray holds the Series 6, Series 63, Series 26, and Series 65 licenses.

Firm Information

Joshua Murray 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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Joshua Murray’s Registration & Firm History

TX

12/14/2015 - Present

PFS Investments Inc. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 10/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Phillip Murray.
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