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Mary Kathryn Hallman

PFS Investments Inc.

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About Mary Kathryn Hallman

Mary Kathryn Hallman is a registered representative with PFS Investments Inc. and has been in the industry since June 23, 2002. Mary Kathryn has a strong background in investments, having passed multiple industry exams and has a Series 6, 26, 51, and 63 license. Mary Kathryn is actively involved in the financial services industry and is dedicated to providing her clients with the highest level of service.

Firm Information

Mary Hallman 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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Mary Hallman’s Registration & Firm History

GA

09/22/2021 - Present

PFS Investments Inc. (DULUTH GA)

GA

12/17/2019 - 06/22/2020

PFS INVESTMENTS INC. (DULUTH GA)

GA

03/14/2017 - 01/03/2018

PFS INVESTMENTS INC. (DULUTH GA)

GA

08/05/1997 - 07/06/2015

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/01/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Kathryn Hallman.
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