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Matthew Alan Walker

PFS Investments Inc.

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About Matthew Alan Walker

Matthew Walker is an investment advisor representative registered with PFS Investments Inc. Matthew Walker is a registered investment advisor representative in Nebraska and Kansas. Matthew Walker has been in the securities industry since October 27, 2020 and has been employed by PFS Investments Inc. since August 2019. Matthew Walker specializes in financial planning services for individuals.

Firm Information

Matthew Walker 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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Matthew Walker’s Registration & Firm History

NE

01/04/2023 - Present

PFS Investments Inc. (LINCOLN NE)

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Licenses & Designations

IA

Issued 12/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2020

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

BC

Issued 07/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Alan Walker.
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