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Lawrence Anthony Waite

PFS Investments Inc.

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About Lawrence Anthony Waite

Lawrence Anthony Waite is a financial professional with over 40 years of experience in the industry. Lawrence is a registered representative and investment advisor representative. Lawrence is currently employed by PFS Investments Inc. located in FORT WAYNE, IN and holds Series 6, 63, 26 and 65 licenses. Lawrence is registered in several states including Indiana, Michigan, Ohio and Texas. In addition to working with PFS Investments Inc., Lawrence also provides investment-related products for companies affiliated with PFS Investments Inc.

Firm Information

Lawrence Waite 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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Lawrence Waite’s Registration & Firm History

IN

04/14/2021 - Present

PFS Investments Inc. (FORT WAYNE IN)

NA

12/19/1972 - 07/20/1977

ALLSTATE ENTERPRISES MANAGEMENT COMPANY

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Licenses & Designations

IA

Issued 03/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/14/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Anthony Waite.
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