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Markley Adam Drake

PFS Investments Inc.

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About Markley Adam Drake

Markley Drake is an investment advisor representative with PFS Investments Inc. Markley has been in the securities industry since 1992. Markley is registered with the state of Michigan as an investment advisor representative. Markley is also registered with the state of Texas as an investment advisor representative, but only for the purpose of providing investment advisory services. Markley has passed the Series 63, Series 65, and Series 26 exams. Markley specializes in providing portfolio management services to individuals. Markley is also a licensed insurance agent. Markley's primary place of business is in Portage, Michigan. Markley may also receive compensation for selling loan products from Primerica Mortgage, LLC and for referrals of home security and automation products from Primerica Client Services, Inc.

Firm Information

Markley Drake 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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Markley Drake’s Registration & Firm History

MI

01/31/2019 - Present

PFS Investments Inc. (PORTAGE MI)

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Licenses & Designations

IA

Issued 04/22/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Markley Adam Drake.
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