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Malcolm Lett

PFS Investments Inc.

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About Malcolm Lett

Malcolm Lett is a financial professional registered with PFS Investments Inc. Malcolm is a registered investment advisor representative with both Series 6 and Series 65 licenses. Malcolm has been in the financial services industry for over 13 years, first joining Primerica Financial Services in 2008. Malcolm is also registered in 8 states, including New Jersey, New York and Texas, and is currently located at the firm's office in Oakland, NJ. Malcolm focuses on providing personalized investment advice to individuals and businesses, and offers both portfolio management and financial planning services. Malcolm has been registered with PFS Investments Inc. since 2010.

Firm Information

Malcolm Lett 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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Malcolm Lett’s Registration & Firm History

NJ

08/13/2024 - Present

PFS Investments Inc. (OAKLAND NJ)

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Licenses & Designations

IA

Issued 07/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malcolm Lett.
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