linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karl Shepherd

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karl? Claim Your Profile

About Karl Shepherd

Karl Shepherd is a financial advisor with PFS Investments Inc. Karl has been in the financial industry since 2001 and has a wealth of experience in guiding individuals, corporations, and charitable organizations with their investment needs. His experience spans various firms including AMSOUTH Investment Services, INC., INVEST FINANCIAL CORPORATION, THE VARIABLE ANNUITY MARKETING COMPANY, and DEAN WITTER REYNOLDS INC. Karl has achieved professional credentials including Series 7, Series 31, Series 6 TO and SIE exams.

Firm Information

Karl Shepherd 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karl Shepherd’s Registration & Firm History

TX

10/07/2022 - Present

PFS Investments Inc. (HOUSTON TX)

AL

07/19/2001 - 03/09/2004

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

WI

06/29/1998 - 02/11/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

TX

07/10/1996 - 06/17/1998

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NY

11/18/1994 - 09/08/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if Karl Shepherd is right for you?

Licenses & Designations

BC

Issued 11/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/06/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1994

Series 31 - Futures Managed Funds Examination

BC

Issued 11/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karl Shepherd.
Not sure if Karl Shepherd is right for you?