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Lynn Googe

PFS Investments Inc.

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About Lynn Googe

Lynn Googe is an experienced financial advisor with a history of success in the industry dating back to 1989. Lynn has a strong background in providing portfolio management for individuals. Lynn is currently registered with PFS Investments Inc. and holds the Series 7, Series 8, Series 63 and SIE licenses. Lynn is a highly qualified advisor with a strong track record of success and is committed to providing clients with the highest level of service.

Firm Information

Lynn Googe 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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Lynn Googe’s Registration & Firm History

MI

07/29/2022 - Present

PFS Investments Inc. (TROY MI)

FL

05/23/2017 - 08/06/2020

HIGHTOWER SECURITIES, LLC (Boca Raton FL)

FL

06/14/2007 - 08/07/2017

RDM INVESTMENT SERVICES, LLC (BOCA RATON FL)

FL

03/08/2006 - 09/19/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

FL

07/19/2000 - 03/08/2006

ADVEST, INC. (BOCA RATON FL)

NY

09/03/1991 - 07/28/2000

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

11/01/1989 - 08/30/1991

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/29/1989 - 11/13/1989

OPPENHEIMER & CO., INC. (NEW YORK NY)

NA

04/07/1989 - 07/11/1989

H. T. FLETCHER SECURITIES INCORPORATED

NA

09/24/1987 - 08/06/1988

GREENTREE SECURITIES CORP.

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Licenses & Designations

BC

Issued 12/11/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Googe.
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