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Marcia Annette Futel

PFS Investments Inc.

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About Marcia Annette Futel

Marcia Annette Futel is a registered representative with PFS Investments Inc. Marcia has been in the industry since October 29, 2007, and has a Series 63 license. Marcia is registered with the state of Ohio and holds a Series 6 license, as well. Marcia is also licensed to sell insurance, and has received non-investment related compensation from Primerica Mortgage, LLC for loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products, as well as other home related services. Marcia is an incorporator of the non-profit Connecting For Impact, LLC, where she dedicates 20 hours per month. Marcia is an active member of PFS Investments Inc. and is committed to providing quality financial advice to her clients.

Firm Information

Marcia Futel 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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Marcia Futel’s Registration & Firm History

OH

01/31/2017 - Present

PFS Investments Inc. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 12/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Marcia Annette Futel. Review regulatory record here.
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