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Lauren Duran

PFS Investments Inc.

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About Lauren Duran

Lauren Duran is a financial professional who has been in the industry for over 9 years. Lauren is registered as an investment advisor representative (IAR) with PFS Investments Inc. and is also registered as a broker-dealer (BD) in Florida and Maryland. Lauren has a wide range of experience working with individuals, businesses, and charitable organizations. Lauren's primary focus is on portfolio management for individuals.

Firm Information

Lauren Duran 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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Lauren Duran’s Registration & Firm History

FL

02/29/2024 - Present

PFS Investments Inc. (TAMPA FL)

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Licenses & Designations

IA

Issued 01/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2023

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

BC

Issued 12/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lauren Duran. Review regulatory record here.
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