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Mark Tolex Gregory

PFS Investments Inc.

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About Mark Tolex Gregory

Mark Tolex Gregory is a financial advisor with over 40 years of experience in the industry. Mark has been registered with PFS Investments Inc. since 2011. Previously, Mark worked for WestAmerica Financial Corporation and Waddell & Reed, Inc. Mark has a variety of licenses and registrations, including Series 1, 6, 63, 65, 26, and SIE. Mark offers financial planning and portfolio management services to individuals and businesses. Mark's clients are primarily high-net-worth individuals and corporations.

Firm Information

Mark Gregory 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 Gregory’s Registration & Firm History

TX

11/22/2011 - Present

PFS Investments Inc. (SAN ANTONIO TX)

NA

04/03/1981 - 01/05/1982

WESTAMERICA FINANCIAL CORPORATION

NA

05/20/1980 - 08/01/1980

WADDELL & REED, INC.

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Licenses & Designations

IA

Issued 11/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Tolex Gregory.
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