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Keith Burg

PFS Investments Inc.

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About Keith Burg

Keith Burg is a registered representative and investment advisor representative with PFS Investments Inc. Keith has been in the industry since 2019. Keith is licensed in Minnesota and has passed the Series 63, Series 6TO and SIE exams.

Firm Information

Keith Burg 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 Burg’s Registration & Firm History

MN

04/10/2023 - Present

PFS Investments Inc. (WAITE PARK MN)

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Licenses & Designations

BC

Issued 03/30/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2023

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

BC

Issued 05/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Burg.
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