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Keith Aron Cline

PFS Investments Inc.

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About Keith Aron Cline

Keith Aron Cline is a registered representative with PFS Investments Inc. and an investment advisor representative with PFS Investments Inc.. Keith has been in the securities industry since May 28, 2013. Keith Cline has passed the Series 63, Series 66, Series 7, Series 26 and SIE exams. Keith Cline is registered with the state of Georgia as a broker and investment advisor representative. Keith Aron Cline is also a registered representative of PFS Investments Inc. Keith Aron Cline is registered with the state of Georgia.

Firm Information

Keith Cline 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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Keith Cline’s Registration & Firm History

GA

10/18/2019 - Present

PFS Investments Inc. (DULUTH GA)

GA

02/26/2018 - 09/11/2019

TD AMERITRADE, INC. (SANDY SPRINGS GA)

GA

03/12/2014 - 02/26/2018

SCOTTRADE, INC. (BROOKHAVEN GA)

GA

11/16/2012 - 10/03/2013

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 02/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Aron Cline.
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