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Lene Ellen O'Dell

PFS Investments Inc.

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About Lene Ellen O'Dell

Lene O'Dell is a financial advisor with PFS Investments Inc. Lene has been in the industry for a short time and has a broad range of experience. Lene holds the Series 63, 6TO and SIE licenses. Lene is a registered representative in Florida, Idaho, Missouri, and Utah.

Firm Information

Lene O'Dell 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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Lene O'Dell’s Registration & Firm History

ID

10/31/2023 - Present

PFS Investments Inc. (MERIDIAN ID)

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Licenses & Designations

BC

Issued 11/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2023

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

BC

Issued 08/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lene Ellen O'Dell.
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