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Mark Todd Walker

PFS Investments Inc.

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About Mark Todd Walker

Mark Todd Walker is a registered investment advisor representative with PFS Investments Inc. based in Katy, Texas. Mark has been in the industry since 1983, and holds a Series 63, Series 65, and Series 26 licenses. Mark provides investment advisory services to individuals and businesses. Mark is registered to offer investment advice in California, Michigan, New York, and Texas.

Firm Information

Mark Walker 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 Walker’s Registration & Firm History

TX

06/12/2024 - Present

PFS Investments Inc. (KATY TX)

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Licenses & Designations

IA

Issued 07/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mark Todd Walker. Review regulatory record here.
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