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Leonard Terrell Steele

PFS Investments Inc.

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About Leonard Terrell Steele

Leonard Steele has been in the financial services industry since 1994. Leonard is currently registered with PFS Investments Inc. and is located in Oakdale, CA. Leonard is also licensed in the state of California. Prior to joining PFS Investments Inc., Leonard worked for Seafirst Investment Services, Inc., BA Investment Services, Inc., Edward D. Jones & Co., L.P., and Charles Schwab & Co., Inc. Leonard specializes in Investment Company Products/Variable Contracts.

Firm Information

Leonard Steele 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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Leonard Steele’s Registration & Firm History

CA

10/02/2007 - Present

PFS Investments Inc. (OAKDALE CA)

GA

01/21/2004 - 08/27/2007

PFS INVESTMENTS INC. (DULUTH GA)

WA

10/22/1997 - 06/03/1998

SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)

CA

03/27/1997 - 06/02/1998

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

MO

08/01/1996 - 01/14/1997

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

TX

10/13/1994 - 06/21/1996

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 07/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Leonard Terrell Steele. Review regulatory record here.
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