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Lonnie Ray Pelton

PFS Investments Inc.

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About Lonnie Ray Pelton

Lonnie Ray Pelton is a financial professional with over 29 years of experience in the industry. Lonnie is currently registered with PFS Investments Inc. in SAN ANTONIO, TX. Lonnie's previous experience includes roles at PFS Investments Inc. in TEXARKANA, TX, and DULUTH, GA. Lonnie specializes in Investment Company Products/Variable Contracts.

Firm Information

Lonnie Pelton 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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Lonnie Pelton’s Registration & Firm History

TX

03/30/2021 - Present

PFS Investments Inc. (SAN ANTONIO TX)

TX

05/06/2016 - 12/04/2019

PFS INVESTMENTS INC. (TEXARKANA TX)

TX

01/28/2013 - 12/31/2014

PFS INVESTMENTS INC. (TEXARKANA TX)

TX

03/02/2000 - 12/31/2012

PFS INVESTMENTS INC. (TEXARKANA TX)

GA

06/25/1990 - 09/28/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/21/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/1991

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lonnie Ray Pelton.
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