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Katherine Wolla Carhart

PFS Investments Inc.

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About Katherine Wolla Carhart

Katherine Wolla Carhart is a financial advisor with over 30 years of experience in the industry. Katherine joined PFS Investments Inc. in 1992 and is registered with the state of Georgia. Katherine has a strong background in investment company products and variable contracts, and she holds Series 6, 26 and 63 licenses. Katherine focuses on providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Katherine Carhart 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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Katherine Carhart’s Registration & Firm History

GA

02/17/1992 - Present

PFS Investments Inc. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Wolla Carhart.
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