Invested Better
Unclaimed

Unclaimed

Unclaimed

Linda Boone

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Linda? Claim Your Profile

About Linda Boone

Linda Boone is an investment advisor registered with PFS Investments Inc. Linda Boone holds Series 63, Series 6TO and SIE licenses. Linda Boone is licensed in Arizona and Oregon. Linda Boone is an investment advisor representing individuals. PFS Investments Inc. is headquartered in Duluth, GA. PFS Investments Inc. manages over $8.4 billion in assets for 59,808 clients. PFS Investments Inc. provides portfolio management for individuals.

Firm Information

Linda Boone 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Linda Boone’s Registration & Firm History

AZ

07/07/2023 - Present

PFS Investments Inc. (SURPRISE AZ)

Not sure if Linda Boone is right for you?

Licenses & Designations

BC

Issued 07/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2023

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

BC

Issued 09/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Boone.
Not sure if Linda Boone is right for you?