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Michael R Adams

PFS Investments Inc.

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About Michael R Adams

Michael Adams is a financial advisor with PFS Investments Inc. Michael is a licensed Registered Representative and Investment Advisor Representative with PFS Investments Inc. Michael has been in the financial industry since 2013. Michael holds Series 6, Series 63, Series 26 and SIE licenses, and the Uniform Investment Adviser Law Examination (Series 65). Michael is registered in several states including Florida, Georgia, Kentucky, New York, North Carolina, and Virginia. Michael is a licensed agent and an Investment Advisor Representative for PFS Investments Inc. Michael also works as an independent contractor for CNY Bubbleball in Hilton, NY.

Firm Information

Michael Adams 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 Adams’s Registration & Firm History

NY

08/03/2021 - Present

PFS Investments Inc. (BALDWINSVILLE NY)

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Licenses & Designations

IA

Issued 12/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2013

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 R Adams.
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