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Kimberly Lynn Shannon

PFS Investments Inc.

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About Kimberly Lynn Shannon

Kimberly Lynn Shannon is a registered representative with PFS Investments Inc. Kimberly is licensed to offer securities products and services in Georgia. Kimberly is a highly experienced advisor with a proven track record of success. Kimberly is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Kimberly Shannon 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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Kimberly Shannon’s Registration & Firm History

FL

03/14/2022 - Present

PFS Investments Inc. (MIAMI FL)

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Licenses & Designations

BC

Issued 07/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2022

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

BC

Issued 08/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Lynn Shannon.
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