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Leslie Wellington Donaldson

PFS Investments Inc.

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About Leslie Wellington Donaldson

Leslie Wellington Donaldson is a registered representative of PFS Investments Inc. with over 25 years of experience in the financial services industry. Leslie has a Series 6, Series 63, Series 26, and Series 65 licenses. Leslie is a licensed investment advisor representative in Arizona and has a background in financial planning and portfolio management. Leslie's primary focus is providing investment advice to individuals, families, and small businesses. Leslie also provides investment-related products through affiliated companies of PFS Investments Inc. In addition to providing investment advice, Leslie may also receive compensation for sales of loan products through Primerica Mortgage, LLC and for referrals of home security and automation products through Primerica Client Services, Inc.

Firm Information

Leslie Donaldson 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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Leslie Donaldson’s Registration & Firm History

AZ

08/04/2011 - Present

PFS Investments Inc. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 02/08/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leslie Wellington Donaldson.
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