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Kurt David Diehl

PFS Investments Inc.

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About Kurt David Diehl

Kurt David Diehl is a financial professional with over 15 years of experience in the industry. Kurt is a registered representative of PFS Investments Inc. and has a Series 6 and Series 63 license, as well as a Series 26. He is also a Registered Investment Advisor and has a Series 65 license. Kurt offers portfolio management for individuals, as well as financial planning. He is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. He is also a licensed insurance agent, and has been employed at Primerica Financial Services since 2006. In addition to his financial services work, Kurt may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products.

Firm Information

Kurt Diehl 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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Kurt Diehl’s Registration & Firm History

PA

06/29/2012 - Present

PFS Investments Inc. (QUAKERTOWN PA)

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Licenses & Designations

IA

Issued 06/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt David Diehl.
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