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Mehran Khodabakhsh Torki

PFS Investments Inc.

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About Mehran Khodabakhsh Torki

Mehran Khodabakhsh Torki is a financial advisor with PFS Investments Inc. in Folsom, CA. Mehran has been in the financial industry since 2021 and is licensed to sell securities in California. Mehran is also registered with the state of California as an Investment Advisor Representative. Mehran offers financial planning and portfolio management for individuals. Mehran is associated with PFS Investments Inc. and Primerica Financial Services.

Firm Information

Mehran Torki 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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Mehran Torki’s Registration & Firm History

CA

05/12/2022 - Present

PFS Investments Inc. (FOLSOM CA)

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Licenses & Designations

IA

Issued 04/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/17/2021

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

BC

Issued 06/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mehran Khodabakhsh Torki.
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