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Libardo Lopez

PFS Investments Inc.

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About Libardo Lopez

Libardo Lopez is an investment advisor representative registered with PFS Investments Inc. based in Lawrenceville, GA. Libardo has been in the financial industry since 2004, and has worked with several firms prior to joining PFS Investments Inc. Libardo is currently licensed to provide investment advice in Georgia.

Firm Information

Libardo Lopez 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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Libardo Lopez’s Registration & Firm History

GA

02/24/2022 - Present

PFS Investments Inc. (LAWRENCEVILLE GA)

GA

01/05/2022 - 02/14/2022

PFS INVESTMENTS INC. (DULUTH GA)

GA

10/26/2017 - 12/31/2021

PFS INVESTMENTS INC. (DULUTH GA)

GA

03/10/2014 - 01/18/2017

ANTHEM SECURITIES, INC. (Peachtree Corners GA)

GA

02/16/2011 - 03/07/2014

PFS INVESTMENTS INC. (DULUTH GA)

GA

12/23/2009 - 08/31/2010

WORLD GROUP SECURITIES, INC. (ALPHARETTA GA)

GA

03/12/2008 - 11/23/2009

WELLS FARGO ADVISORS, LLC (GAINESVILLE GA)

GA

12/18/2007 - 03/04/2008

E*TRADE SECURITIES LLC (ALPHARETTA GA)

GA

10/08/2007 - 12/14/2007

GUNNALLEN FINANCIAL, INC (SUWANEE GA)

CT

12/01/2005 - 05/08/2007

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

01/15/2003 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Libardo Lopez.
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