Invested Better
Unclaimed

Unclaimed

Unclaimed

Kimberly Kendrick Morrow

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kimberly? Claim Your Profile

About Kimberly Kendrick Morrow

Kimberly Kendrick Morrow is a financial advisor with PFS Investments Inc. Kimberly is registered with FINRA and has been in the financial services industry since October 10, 2018. Kimberly is licensed to provide financial advice in Alabama, Georgia, North Carolina, and South Carolina. Kimberly is experienced in the investment company products/variable contracts space and is an expert in providing portfolio management advice for individuals. Kimberly is currently based in Knoxville, Tennessee, and works out of the PFS Investments Inc. branch office located at 124 PERIMETER PARK RD STE 102-D-1 in Knoxville.

Firm Information

Kimberly Morrow 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kimberly Morrow’s Registration & Firm History

TN

01/14/2019 - Present

PFS Investments Inc. (KNOXVILLE TN)

GA

09/28/2018 - 12/31/2018

PFS INVESTMENTS INC. (SUWANEE GA)

Not sure if Kimberly Kendrick Morrow is right for you?

Licenses & Designations

BC

Issued 01/24/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kimberly Kendrick Morrow. Review regulatory record here.
Not sure if Kimberly Kendrick Morrow is right for you?