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Lavonda Pantazis McNeil

PFS Investments Inc.

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About Lavonda Pantazis McNeil

Lavonda McNeil is a financial advisor with PFS Investments Inc. based in Atlanta, Georgia. Lavonda has been in the industry since 2018. Lavonda has a Series 6 and Series 63 license and the SIE. Lavonda works with individual clients, and their main office is located in Duluth, Georgia.

Firm Information

Lavonda McNeil 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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Lavonda McNeil’s Registration & Firm History

GA

01/22/2019 - Present

PFS Investments Inc. (ATLANTA GA)

GA

07/27/2018 - 12/31/2018

PFS INVESTMENTS INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 11/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lavonda Pantazis McNeil.
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