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Mark Willard Davis

PFS Investments Inc.

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About Mark Willard Davis

Mark Willard Davis is a financial advisor who has been in the industry since January 25, 2010. Mark Willard Davis is currently registered with PFS Investments Inc. in Tucson, Arizona. Mark Willard Davis has been with PFS Investments Inc. for over two decades. Mark Willard Davis holds a Series 6, Series 63, and Series 6TO license.

Firm Information

Mark Davis 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 Davis’s Registration & Firm History

AZ

03/15/2022 - Present

PFS Investments Inc. (TUCSON AZ)

GA

10/12/1989 - 11/28/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2022

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

BC

Issued 11/17/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1989

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 Willard Davis.
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