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Lindsay A Taylor

PFS Investments Inc.

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About Lindsay A Taylor

Lindsay A Taylor is an investment advisor representative, with over 15 years in the industry. Lindsay A Taylor is currently registered with PFS Investments Inc. and has been with the firm since 2008. Lindsay A Taylor is also registered as an investment advisor representative in Georgia. Lindsay A Taylor has passed the Series 63, Series 65, Series 26 and Series 51 examinations. Lindsay A Taylor has experience with both individual and business clients. Lindsay A Taylor has a history of working at FIRST INVESTORS CORPORATION in Atlanta, Georgia.

Firm Information

Lindsay Taylor 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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Lindsay Taylor’s Registration & Firm History

GA

03/06/2024 - Present

PFS Investments Inc. (DULUTH GA)

GA

04/15/2008 - 06/16/2008

FIRST INVESTORS CORPORATION (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/01/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2009

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/19/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsay A Taylor.
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