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Minyon Lee Heard

PFS Investments Inc.

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About Minyon Lee Heard

Minyon Heard has been in the financial services industry since July 2010 and is currently registered with PFS Investments Inc. Minyon Heard is also registered as an Investment Advisor Representative with the state of Ohio. Minyon Heard has previously worked for Edward Jones, C C F INVESTMENTS, INC., FINANCIAL AMERICA SECURITIES, INC., KEY INVESTMENT SERVICES LLC, and McDonald Investments Inc. Minyon Heard specializes in providing financial planning services for individuals, families, and businesses. Minyon Heard may receive compensation for sales of investment-related products, loan products, home security and automation products, and other home related services. Minyon Heard has a Series 7 and Series 66 license, and the SIE exam.

Firm Information

Minyon Heard 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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Minyon Heard’s Registration & Firm History

PA

03/24/2021 - Present

PFS Investments Inc. (STATE COLLEGE PA)

MO

07/11/2016 - 09/06/2016

EDWARD JONES (ST. LOUIS MO)

GA

11/03/2015 - 05/31/2016

C C F INVESTMENTS, INC. (GREENSBORO GA)

OH

01/01/2012 - 11/05/2013

FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)

OH

02/11/2009 - 11/03/2009

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

OH

04/30/2002 - 02/15/2007

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 08/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Minyon Lee Heard.
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