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Margaret Susan Neathery

PFS Investments Inc.

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About Margaret Susan Neathery

Margaret Neathery is a financial advisor with PFS Investments Inc., registered with the state of Arizona. Margaret is a Series 6 and Series 63 licensed individual who has been working in the financial services industry for over 22 years. Her branch office location is in Phoenix, Arizona. Margaret has been registered with PFS Investments Inc. since January 25, 2019. Margaret has previously held registrations with PFS Investments Inc. in Tucson, Arizona between 2013-2018, 2013, and between 1999-2012.

Firm Information

Margaret Neathery 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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Margaret Neathery’s Registration & Firm History

AZ

01/25/2019 - Present

PFS Investments Inc. (PHOENIX AZ)

AZ

12/26/2013 - 12/31/2018

PFS INVESTMENTS INC. (TUCSON AZ)

AZ

02/15/2013 - 12/26/2013

PFS INVESTMENTS INC. (TUCSON AZ)

AZ

12/16/1999 - 12/31/2012

PFS INVESTMENTS INC. (TUCSON AZ)

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Licenses & Designations

BC

Issued 08/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Margaret Susan Neathery. Review regulatory record here.
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