linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lindsay Rachelle Klapprich

PFS Investments Inc.

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

About Lindsay Rachelle Klapprich

Lindsay Rachelle Klapprich is a registered representative of PFS Investments Inc., with over 15 years of experience in the financial services industry. Lindsay is licensed to provide investment advice and products in Idaho. Lindsay is affiliated with the Meridian, ID branch of PFS Investments Inc.. Lindsay has successfully passed the Securities Industry Essentials Examination (SIE), Series 6, Series 63 and Series 6TO exams. Lindsay also holds the Series 26 exam. Lindsay specializes in providing investment advice and products to individuals.

Firm Information

Lindsay Klapprich 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Lindsay Klapprich’s Registration & Firm History

ID

11/29/2023 - Present

PFS Investments Inc. (MERIDIAN ID)

ID

05/24/2021 - 11/30/2021

PFS INVESTMENTS INC. (MERIDIAN ID)

ID

05/01/2008 - 09/04/2019

PFS INVESTMENTS INC. (MERIDIAN ID)

Not sure if Lindsay Rachelle Klapprich is right for you?

Licenses & Designations

BC

Issued 05/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/29/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Lindsay Rachelle Klapprich. Review regulatory record here.
Not sure if Lindsay Rachelle Klapprich is right for you?