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Lehelle L Yancey

PFS Investments Inc.

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About Lehelle L Yancey

Lehelle Yancey is an investment advisor representative currently registered with PFS Investments Inc. in Atlanta, GA. Lehelle has been in the industry since 2013 and has passed numerous exams including the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Investment Company Products/Variable Contracts Representative Examination. In addition to their work at PFS Investments Inc., Lehelle has also worked at several other companies, including TRANSAMERICA FINANCIAL ADVISORS, INC, PRIMERICA FINANCIAL SERVICES, AMERICAN REALTY PROFESSIONALS, and GATE GOURMET INC.

Firm Information

Lehelle Yancey 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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Lehelle Yancey’s Registration & Firm History

GA

05/24/2017 - Present

PFS Investments Inc. (ATLANTA GA)

GA

06/09/2014 - 08/20/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)

GA

12/03/2012 - 05/22/2014

PFS INVESTMENTS INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 10/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lehelle L Yancey.
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