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Michael A Kopfer

PFS Investments Inc.

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About Michael A Kopfer

Michael Kopfer is an Investment Advisor Representative at PFS Investments Inc. Michael has been in the securities industry since February 10, 2002 and is licensed in Arkansas and Texas. Michael's firm, PFS Investments Inc., provides investment advice to individuals, corporations, charitable organizations, and high-net-worth individuals. PFS Investments Inc. manages approximately $8.46 billion in assets. Michael is available to discuss your financial planning needs.

Firm Information

Michael Kopfer 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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Michael Kopfer’s Registration & Firm History

TX

03/28/2012 - Present

PFS Investments Inc. (STAFFORD TX)

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Licenses & Designations

IA

Issued 02/03/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael A Kopfer.
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