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Mark R Graham

PFS Investments Inc.

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About Mark R Graham

Mark R. Graham is a financial professional with over 12 years of experience in the securities industry. Mark Graham is a registered representative of PFS Investments Inc., a financial services firm with a focus on individual and business portfolio management. Based in Peekskill, NY, Mark Graham is committed to providing clients with comprehensive financial advice and guidance. He has a broad understanding of the investment landscape and has successfully helped clients achieve their financial goals. In addition to his work with PFS Investments Inc., Mark Graham may also receive compensation from Primerica Mortgage, LLC for the sale of loan products, and from Primerica Client Services, Inc. for referrals of home security and automation products.

Firm Information

Mark Graham 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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Mark Graham’s Registration & Firm History

NY

08/03/2021 - Present

PFS Investments Inc. (PEEKSKILL NY)

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Licenses & Designations

BC

Issued 02/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark R Graham.
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