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Lynn Olson Henry

PFS Investments Inc.

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About Lynn Olson Henry

Lynn Olson Henry is a registered representative with PFS Investments Inc. Lynn has been in the industry since 1999 and is currently based in BRANDON, FL. Lynn is licensed to sell securities in Florida. Lynn is also a Series 6, Series 26, and Series 63 licensed individual. PFS Investments Inc. is headquartered in DULUTH, GA and has been in business since 1973. PFS Investments Inc. is a registered broker-dealer and investment advisor. PFS Investments Inc. has over 8 billion dollars in assets under management and is a member of FINRA and SIPC.

Firm Information

Lynn Henry 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 Henry’s Registration & Firm History

FL

03/13/2019 - Present

PFS Investments Inc. (BRANDON FL)

FL

05/25/1999 - 03/13/2019

PFS INVESTMENTS INC. (TAMPA FL)

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Licenses & Designations

BC

Issued 05/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Olson Henry.
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