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Mark Rolls

PFS Investments Inc.

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About Mark Rolls

Mark Rolls is a financial advisor registered with the state of Arizona, Florida and Nevada. Mark is a registered representative of PFS Investments Inc. and is also a registered investment advisor. Mark has been in the industry since 1992. Mark specializes in providing portfolio management services for individuals. Mark's clients are primarily high net worth individuals, corporations or other businesses and individuals other than high net worth individuals. PFS Investments Inc. is a firm based in Duluth, Georgia with over 3500 employees. They manage over $8.4 billion in assets and are registered with the SEC and FINRA. They specialize in providing portfolio management services for individuals.

Firm Information

Mark Rolls 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 Rolls’s Registration & Firm History

AZ

10/22/1992 - Present

PFS Investments Inc. (TUCSON AZ)

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Licenses & Designations

IA

Issued 04/05/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1992

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 Rolls.
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