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Kevin Woods

PFS Investments Inc.

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About Kevin Woods

Kevin Woods is a financial advisor with PFS Investments Inc., a firm based in Duluth, Georgia. Kevin has been in the financial industry since 2006 and has a strong background in securities and investment company products. Kevin specializes in portfolio management for individuals. Kevin holds the Series 6, Series 26, Series 63 and SIE licenses and is registered in Idaho, Oregon, Utah and Washington. Kevin is an active member of the financial services industry and is committed to providing his clients with the highest quality of service.

Firm Information

Kevin Woods 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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Kevin Woods’s Registration & Firm History

OR

01/04/2023 - Present

PFS Investments Inc. (OREGON CITY OR)

UT

03/28/2018 - 11/17/2022

J.P. MORGAN SECURITIES LLC (OREM UT)

UT

08/25/2017 - 12/31/2017

PFS INVESTMENTS INC. (AMERICAN FORK UT)

UT

01/02/2014 - 02/08/2017

PFS INVESTMENTS INC. (AMERICAN FORK UT)

UT

01/08/2013 - 12/26/2013

PFS INVESTMENTS INC. (PLEASANT GROVE UT)

UT

03/23/2005 - 12/31/2012

PFS INVESTMENTS INC. (PLEASANT GROVE UT)

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Licenses & Designations

BC

Issued 03/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Woods.
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