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Martha Spagner

PFS Investments Inc.

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About Martha Spagner

Martha Spagner is a registered representative with PFS Investments Inc. Martha is licensed in California, Florida, North Carolina, Oregon, Virginia, and Washington. She has passed the Series 63, Series 6TO, and SIE exams. Martha has been in the industry since 2020. PFS Investments Inc. offers portfolio management for individuals.

Firm Information

Martha Spagner 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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Martha Spagner’s Registration & Firm History

CA

11/23/2020 - Present

PFS Investments Inc. (SACRAMENTO CA)

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Licenses & Designations

BC

Issued 01/31/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2020

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

BC

Issued 10/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Martha Spagner. Review regulatory record here.
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