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Karen Suzette Houston

PFS Investments Inc.

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About Karen Suzette Houston

Karen Suzette Houston is a registered representative with PFS Investments Inc., having joined the firm in April 2018. Karen Houston is also a registered investment advisor representative in Tennessee. Karen Houston has been in the financial services industry since December 1998. Karen Houston's specializations include investment company products/variable contracts. Karen Houston is also the author of a book and receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Firm Information

Karen Houston 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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Karen Houston’s Registration & Firm History

TN

04/14/2023 - Present

PFS Investments Inc. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 04/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Suzette Houston.
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