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Kenneth Wayne Mitchell

PFS Investments Inc.

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About Kenneth Wayne Mitchell

Kenneth Wayne Mitchell is a financial advisor at PFS Investments Inc. and has been in the financial industry since April 1979. Kenneth Mitchell holds a Series 65 license and is registered as an Investment Advisor Representative in Florida. In addition to being registered with PFS Investments Inc., Kenneth Mitchell also holds a Series 63 license and is registered in Alabama, Connecticut, Florida, Georgia, Indiana, Maine, New Hampshire, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia.

Firm Information

Kenneth Mitchell 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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Kenneth Mitchell’s Registration & Firm History

FL

10/05/2023 - Present

PFS Investments Inc. (WINTER PARK FL)

NA

04/22/1981 - 07/08/1982

INVESTACORP, INC.

NA

02/05/1979 - 01/31/1981

WESTAMERICA FINANCIAL CORPORATION

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Licenses & Designations

BC

Issued 11/08/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Wayne Mitchell. Review regulatory record here.
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